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.
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 |
|---|---|---|
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% |