Filed October 18, 2004
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.
| Provider | Service type | Compensation |
|---|---|---|
AGILIS PARTNERS LLC1 year Service code 11 · EIN 04-3513306 | Actuarial | $569,149 |
Filed as: PRUDENTIAL RET. INS. & ANNUITY CO. Service code 21 · EIN 06-1050034 | Bank Trustee | $12,700 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $75,030-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 1.5%-1.5pp |
| Annual return | -27.36% | -18.55%-8.8pp | -2.63%-24.7pp | 23.41%-50.8pp |
| Employer contribution / active EE | $7,319 | $6,513+12.4% | $29,813-75.4% | $12,650-42.1% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $8-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $838-100.0% | $14,884-100.0% |