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| Provider | Service type | Compensation |
|---|---|---|
SOREN MCADAM1 year Service code 49 · EIN 77-0549163 | Other Services | $12,000 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $3,310 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $3,190 |
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 | $79,458 | $48,064+65.3% | $78,775+0.9% | $69,634+14.1% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 70.7%+29.3pp |
| Annual return | 13.58% | 21.81%-8.2pp | 35.62%-22.0pp | 27572.26%-27558.7pp |
| Employer contribution / active EE | $0 | $744-100.0% | $1,986-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $5,804 | $2,079+179.1% | $2,958+96.2% | $3,224+80.0% |
| Admin fee / account holder | $19 | $152-87.4% | $5,132-99.6% | $110-82.7% |