Filed December 3, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $6,129 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $59,566 | $81,537-26.9% | $149,721-60.2% | $69,631-14.5% |
| Participation rate | 55.0% | 86.1%-31.1pp | 87.1%-32.1pp | 70.7%-15.7pp |
| Annual return | 15.31% | 22.79%-7.5pp | 1501.67%-1486.4pp | 27571.02%-27555.7pp |
| Employer contribution / active EE | $1,415 | $3,239-56.3% | $5,444-74.0% | $2,032-30.4% |
| Participant deferral / active EE | $1,972 | $4,994-60.5% | $6,568-70.0% | $3,224-38.8% |
| Admin fee / account holder | $15 | $107-85.6% | $11,282-99.9% | $110-86.0% |