Filed May 2, 2016 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE CO Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $150,888 |
Filed as: PRUDENTIAL TRUST CO Service code 51 · EIN 23-6994310 | Investment Mgmt Fees | $23,214 |
Service code 37 · EIN 06-1050034 | Loan Processing | $1,750 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $966 |
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 | $135,390 | $71,666+88.9% | $117,861+14.9% | $69,634+94.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 79.7%+20.3pp | 70.7%+29.3pp |
| Annual return | 16.35% | 18.86%-2.5pp | 335.11%-318.8pp | 27572.26%-27555.9pp |
| Employer contribution / active EE | $3,910 | $1,889+107.0% | $3,786+3.3% | $2,032+92.4% |
| Participant deferral / active EE | $8,679 | $3,340+159.9% | $4,482+93.6% | $3,224+169.2% |
| Admin fee / account holder | $4 | $120-97.0% | $8,021-100.0% | $110-96.7% |