Filed January 17, 2023 (most recent of 5 filings on file)
Total covered: 6 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT Service code 23 · EIN 06-1050034 280 TRUMBEULL ST. H07X · HARTFORD, CT 06103 | Insurance services | $36,722 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $490,804-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.7%-0.7pp |
| Annual return | 10.20% | 16.75%-6.5pp | 14.84%-4.6pp | 13.24%-3.0pp |
| Employer contribution / active EE | $0 | $16,291-100.0% | $37,950-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $127-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $1-100.0% | $4,137-100.0% |