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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $333,400 |
RBC WEALTH MANAGEMENT3 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $50,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $5,831 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,782 | $84,000-15.7% | $119,628-40.8% | $77,906-9.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 79.3%+20.7pp | 73.7%+26.3pp |
| Annual return | -12.70% | -11.59%-1.1pp | -14.98%+2.3pp | 12.16%-24.9pp |
| Employer contribution / active EE | $2,409 | $2,907-17.1% | $4,232-43.1% | $2,846-15.4% |
| Participant deferral / active EE | $4,918 | $4,705+4.5% | $5,601-12.2% | $4,805+2.3% |
| Admin fee / account holder | $124 | $116+6.7% | $10,330-98.8% | $133-6.8% |