Filed November 2, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 10 · EIN 22-1211670 | Accounting | $281,164 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $55,000 |
PRIAC1 year Service code 49 · EIN 06-1050034 | Other Services | $42,586 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,393 | $176,491-77.1% | $95,952-57.9% | $90,288-55.3% |
| Participation rate | 63.2% | 86.6%-23.4pp | 77.1%-13.9pp | 73.4%-10.2pp |
| Annual return | 17.94% | 20.14%-2.2pp | 91.61%-73.7pp | 53.97%-36.0pp |
| Employer contribution / active EE | $1,341 | $2,789-51.9% | $2,541-47.2% | $2,524-46.9% |
| Participant deferral / active EE | $2,916 | $5,340-45.4% | $4,167-30.0% | $4,232-31.1% |
| Admin fee / account holder | $176 | $154+14.3% | $6,795-97.4% | $114+54.3% |