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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $97,830 |
Filed as: PRUDENTIAL INSURANCE AGENCY LLC Service code 49 · EIN 36-4576911 | Other Services | $15,961 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,039 | $76,774-93.4% | $112,263-95.5% | $77,906-93.5% |
| Participation rate | 74.0% | 80.2%-6.2pp | 75.1%-1.1pp | 73.7%+0.3pp |
| Annual return | -16.06% | -10.25%-5.8pp | 27.49%-43.6pp | 12.16%-28.2pp |
| Employer contribution / active EE | $0 | $3,977-100.0% | $3,636-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $465 | $3,778-87.7% | $4,729-90.2% | $4,805-90.3% |
| Admin fee / account holder | $76 | $239-68.1% | $6,410-98.8% | $133-42.5% |