Filed July 22, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $21,028 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $14,203 |
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.
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 | $18,927 | $23,734-20.3% | $69,182-72.6% | $65,292-71.0% |
| Participation rate | 8.8% | 33.1%-24.3pp | 55.1%-46.3pp | 72.4%-63.6pp |
| Annual return | 6.58% | 19.78%-13.2pp | -21.93%+28.5pp | 11.84%-5.3pp |
| Employer contribution / active EE | $71 | $294-76.0% | $1,206-94.2% | $2,302-96.9% |
| Participant deferral / active EE | $206 | $695-70.4% | $1,897-89.2% | $3,579-94.3% |
| Admin fee / account holder | $62 | $58+5.8% | $2,697-97.7% | $57+7.8% |