Filed June 1, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 15 · EIN 06-1050034 | Recordkeeping | $28,602 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 15 · EIN 22-1211670 | Recordkeeping | $8,437 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,766 | $86,692+31.2% | $119,634-4.9% | $66,949+69.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | -13.25% | -8.00%-5.2pp | -14.98%+1.7pp | 1.57%-14.8pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $7,362 | $4,360+68.9% | $5,601+31.4% | $4,239+73.7% |
| Admin fee / account holder | $175 | $755-76.9% | $10,329-98.3% | $594-70.6% |