Filed June 1, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 52 · EIN 22-1211670 | Indirect Investment Fees | $1,950 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 71 · EIN 34-1542819 | Brokerage Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $104,296 | $107,378-2.9% | $108,582-3.9% | $57,658+80.9% |
| Participation rate | 54.5% | 77.1%-22.6pp | 79.6%-25.1pp | 70.2%-15.7pp |
| Annual return | 5.40% | 12.80%-7.4pp | -51.70%+57.1pp | 5.13%+0.3pp |
| Employer contribution / active EE | $90 | $1,782-95.0% | $3,758-97.6% | $1,974-95.5% |
| Participant deferral / active EE | $3,624 | $3,221+12.5% | $4,311-15.9% | $3,061+18.4% |
| Admin fee / account holder | $10 | $108-90.5% | $7,645-99.9% | $95-89.1% |