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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $4,450 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS Service code 33 · EIN 34-1542819 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $9,714 | $89,274-89.1% | $149,718-93.5% | $77,958-87.5% |
| Participation rate | 18.0% | 87.6%-69.7pp | 87.1%-69.1pp | 71.6%-53.7pp |
| Annual return | 15.21% | 20.36%-5.2pp | 1501.70%-1486.5pp | 20.87%-5.7pp |
| Employer contribution / active EE | $0 | $3,727-100.0% | $5,444-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $448 | $5,382-91.7% | $6,568-93.2% | $3,537-87.3% |
| Admin fee / account holder | $5 | $240-97.7% | $11,283-100.0% | $97-94.4% |