Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PGIM INVESTMENTS1 year Filed as: PGIM QUANTITATIVE SOLUTIONS LLC Service code 51 · EIN 33-1077887 | Investment Mgmt Fees | $65,146 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 49 · EIN 22-1211670 | Other Services | $8,150 |
PGIM INVESTMENTS1 year Filed as: PGIM, INC. Service code 99 · EIN 22-0254024 | Other Fees | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $60,528-100.0% | $201,582-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 23.6%-23.6pp | 8.4%-8.4pp |
| Annual return | 6.03% | 12.37%-6.3pp | 11.08%-5.0pp | 18.35%-12.3pp |
| Employer contribution / active EE | $5,063 | $8,964-43.5% | $28,418-82.2% | $14,669-65.5% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $658-100.0% | $6,559-100.0% | $9,141-100.0% |