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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $1,835 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
SIGMA FINANCIAL CORPORATION3+ years Service code 33 · EIN 38-2472555 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $118,022 | $60,545+94.9% | $92,240+28.0% | $69,631+69.5% |
| Participation rate | 69.3% | 72.2%-2.9pp | 76.5%-7.2pp | 70.7%-1.4pp |
| Annual return | 15.02% | 19.71%-4.7pp | 176.29%-161.3pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $7,684 | $2,633+191.8% | $3,680+108.8% | $2,032+278.1% |
| Participant deferral / active EE | $3,988 | $2,828+41.0% | $3,897+2.3% | $3,224+23.7% |
| Admin fee / account holder | $5 | $145-96.3% | $5,194-99.9% | $110-95.2% |