Filed August 6, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE CO. OF AMERICA Service code 64 · EIN 22-1211670 | Recordkeeping Fees | $0 |
THE VANGUARD GROUP, INC.2+ years Filed as: THE VANGUARD GROUP Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $0 |
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 | $68,091 | $43,453+56.7% | $109,313-37.7% | $63,975+6.4% |
| Participation rate | 99.0% | 59.3%+39.7pp | 71.3%+27.7pp | 71.1%+27.8pp |
| Annual return | 8.60% | 9.85%-1.3pp | 22.07%-13.5pp | 48.65%-40.1pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $3,892-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $5,378 | $2,093+156.9% | $3,166+69.8% | $3,356+60.2% |
| Admin fee / account holder | $12 | $79-84.2% | $5,666-99.8% | $70-82.3% |