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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 13 · EIN 22-1211670 | Contract Administrator | $4,464 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $125 |
Filed as: ING FINANCIAL PARTNERS Service code 33 · EIN 41-0945505 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,243 | $88,324-43.1% | $115,038-56.3% | $55,191-9.0% |
| Participation rate | 44.4% | 72.5%-28.1pp | 81.4%-37.0pp | 69.2%-24.8pp |
| Annual return | 9.76% | 6.30%+3.5pp | 26.14%-16.4pp | 10.78%-1.0pp |
| Employer contribution / active EE | $1,955 | $2,805-30.3% | $4,608-57.6% | $1,899+3.0% |
| Participant deferral / active EE | $2,964 | $5,042-41.2% | $6,026-50.8% | $3,046-2.7% |
| Admin fee / account holder | $16 | $105-85.2% | $8,175-99.8% | $91-82.8% |