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 LLC2 years Service code 11 · EIN 04-3513306 | Actuarial | $797,310 |
Filed as: PRUDENTIAL RET. INS. & ANNUITY CO. Service code 21 · EIN 06-1050034 | Bank Trustee | $18,470 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $101,802-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 2.2%-2.2pp |
| Annual return | 7.48% | 8.26%-0.8pp | 9.51%-2.0pp | 9.11%-1.6pp |
| Employer contribution / active EE | $5,489 | $17,413-68.5% | $23,377-76.5% | $12,231-55.1% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $769-100.0% | $125-100.0% |