Filed November 17, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $30,147 |
ABD RETIREMENT SERVICES INC6+ years Filed as: ABD RETIREMENT SERVICES, INC. Service code 16 · EIN 80-0833114 | Consulting | $22,500 |
PRIAC1 year Service code 49 · EIN 06-1050034 | Other Services | $16,965 |
Service code 15 | Recordkeeping | $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.
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 | $172,873 | $88,770+94.7% | $109,191+58.3% | $93,010+85.9% |
| Participation rate | 36.0% | 81.5%-45.5pp | 75.9%-39.9pp | 73.9%-37.9pp |
| Annual return | 42.95% | 60.64%-17.7pp | 25.76%+17.2pp | 158.70%-115.8pp |
| Employer contribution / active EE | $800 | $3,780-78.8% | $3,723-78.5% | $2,705-70.4% |
| Participant deferral / active EE | $3,093 | $3,630-14.8% | $4,653-33.5% | $4,561-32.2% |
| Admin fee / account holder | $30 | $172-82.3% | $6,756-99.5% | $152-79.9% |