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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIRE INS & ANNUITY CO. Service code 14 · EIN 06-1050034 | Plan Administrator | $88,055 |
PRUCO SECURITIES, LLC4 years Filed as: PRUCO SECURITIES LLC Service code 71 · EIN 22-1921421 | Brokerage Fees | $35,597 |
Filed as: THE PRUDENTIAL INS CO OF AMERICA Service code 14 · EIN 22-1211670 | Plan Administrator | $33,330 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,114 | $69,848+66.2% | $115,756+0.3% | $66,938+73.5% |
| Participation rate | 100.0% | 70.6%+29.4pp | 77.1%+22.9pp | 69.8%+30.2pp |
| Annual return | -13.06% | 969.66%-982.7pp | 143.14%-156.2pp | 1.58%-14.6pp |
| Employer contribution / active EE | $2,167 | $2,613-17.1% | $3,793-42.9% | $2,545-14.9% |
| Participant deferral / active EE | $5,346 | $4,274+25.1% | $6,254-14.5% | $4,238+26.1% |
| Admin fee / account holder | $408 | $337+21.0% | $8,124-95.0% | $594-31.3% |