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 | $2,500 |
WELLS FARGO BANK, N.A.3+ 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.
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 | $117,979 | $71,666+64.6% | $117,861+0.1% | $69,631+69.4% |
| Participation rate | 61.1% | 77.5%-16.4pp | 79.7%-18.6pp | 70.7%-9.6pp |
| Annual return | 15.67% | 18.86%-3.2pp | 335.11%-319.4pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $0 | $1,889-100.0% | $3,786-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $4,171 | $3,340+24.9% | $4,482-6.9% | $3,224+29.4% |
| Admin fee / account holder | $13 | $120-89.5% | $8,021-99.8% | $110-88.6% |