Filed November 9, 2005
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 |
|---|---|---|
Filed as: PRUDENTIAL RET INS AND ANNUITY CO Service code 13 · EIN 06-1050034 | Contract Administrator | $62,768 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 10 · EIN 36-4019175 | Accounting | $54,250 |
GYL FINANCIAL SYNERGIES1 year Filed as: GYL FINANCIAL SYNERGIES, LLC Service code 16 · EIN 81-3263486 | Consulting | $38,115 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,436 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $126,877 | $54,392+133.3% | $84,753+49.7% | $63,975+98.3% |
| Participation rate | 96.5% | 76.9%+19.6pp | 76.6%+19.9pp | 71.1%+25.4pp |
| Annual return | 8.04% | 611.38%-603.3pp | 22.78%-14.7pp | 48.65%-40.6pp |
| Employer contribution / active EE | $7,634 | $2,943+159.4% | $3,574+113.6% | $2,182+249.9% |
| Participant deferral / active EE | $8,135 | $2,593+213.8% | $3,712+119.2% | $3,356+142.4% |
| Admin fee / account holder | $47 | $136-65.2% | $5,333-99.1% | $70-33.0% |