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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $37,500 |
PRIAC1 year Service code 10 · EIN 06-1050034 | Accounting | $28,192 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 13 · EIN 22-1211670 | Contract Administrator | $20,164 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $1,623 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $345,097 | $100,801+242.4% | $149,751+130.4% | $73,415+370.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.5%+17.5pp | 72.2%+27.8pp |
| Annual return | 18.33% | 265.34%-247.0pp | 276.71%-258.4pp | 59.30%-41.0pp |
| Employer contribution / active EE | $8,428 | $3,312+154.5% | $4,646+81.4% | $2,234+277.3% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $106 | $181-41.2% | $9,312-98.9% | $158-32.6% |