Filed January 25, 1996
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INS CO OF AMERICA Service code 14 · EIN 22-1211670 | Plan Administrator | $102,895 |
PRUCO SECURITIES, LLC1 year Service code 71 | Brokerage Fees | $29,469 |
PRUCO SECURITIES, LLC2 years Filed as: PRUCO SECURITIES LLC Service code 71 · EIN 22-1921421 | Brokerage Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $123,789 | $73,823+67.7% | $379,746-67.4% | $73,493+68.4% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.4%+21.6pp | 70.7%+29.3pp |
| Annual return | 13.06% | 29.06%-16.0pp | 34.90%-21.8pp | 28.51%-15.5pp |
| Employer contribution / active EE | $1,796 | $2,472-27.4% | $3,540-49.3% | $2,270-20.9% |
| Participant deferral / active EE | $4,551 | $4,038+12.7% | $6,024-24.5% | $3,740+21.7% |
| Admin fee / account holder | $343 | $607-43.6% | $7,927-95.7% | $513-33.2% |