Filed February 15, 2023 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $61,161 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,803 | $100,227+28.5% | $169,993-24.2% | $74,419+73.1% |
| Participation rate | 98.9% | 87.3%+11.6pp | 87.0%+11.9pp | 70.7%+28.2pp |
| Annual return | 15.04% | 66.08%-51.0pp | 53.37%-38.3pp | 34.38%-19.3pp |
| Employer contribution / active EE | $6,699 | $4,263+57.1% | $6,785-1.3% | $2,637+154.0% |
| Participant deferral / active EE | $8,027 | $7,143+12.4% | $10,408-22.9% | $4,528+77.3% |
| Admin fee / account holder | $128 | $234-45.3% | $12,815-99.0% | $348-63.1% |