Filed November 4, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $45,191 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,314 | $99,201-15.0% | $96,544-12.7% | $74,473+13.2% |
| Participation rate | 58.5% | 80.7%-22.2pp | 76.0%-17.5pp | 70.7%-12.2pp |
| Annual return | 14.97% | 22.40%-7.4pp | 25.88%-10.9pp | 34.36%-19.4pp |
| Employer contribution / active EE | $1,325 | $2,570-48.4% | $2,966-55.3% | $2,638-49.8% |
| Participant deferral / active EE | $4,170 | $4,938-15.5% | $4,851-14.0% | $4,530-7.9% |
| Admin fee / account holder | $108 | $225-52.2% | $8,254-98.7% | $347-69.0% |