Filed December 30, 2002
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 |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS1+ years Service code 27 · EIN 20-4751585 | Advisory (Plan) | $37,500 |
Filed as: THE PRUDENTIAL INSURANCE CO Service code 64 · EIN 22-1211670 | Recordkeeping Fees | $3,020 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$30,625 |
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 | $49,629 | $34,220+45.0% | $73,836-32.8% | $59,188-16.2% |
| Participation rate | 95.8% | 59.1%+36.7pp | 73.4%+22.4pp | 69.4%+26.4pp |
| Annual return | 0.91% | 3.36%-2.4pp | 2268.06%-2267.1pp | 5.51%-4.6pp |
| Employer contribution / active EE | $3,473 | $1,480+134.7% | $2,787+24.6% | $2,098+65.5% |
| Participant deferral / active EE | $4,057 | $2,035+99.4% | $3,583+13.2% | $3,265+24.3% |
| Admin fee / account holder | $5 | $64-91.5% | $4,882-99.9% | $92-94.1% |