Filed January 23, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $251,029 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 99 · EIN 22-1211670 | Other Fees | $0 |
Filed as: PRUDENTIAL TRUST CO. Service code 52 · EIN 23-6994310 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,262 | $43,236+62.5% | $82,768-15.1% | $77,906-9.8% |
| Participation rate | 98.8% | 64.2%+34.6pp | 72.6%+26.2pp | 73.7%+25.1pp |
| Annual return | -15.00% | 2.40%-17.4pp | 702.70%-717.7pp | 12.16%-27.2pp |
| Employer contribution / active EE | $4,267 | $1,924+121.7% | $3,008+41.9% | $2,846+49.9% |
| Participant deferral / active EE | $6,944 | $3,069+126.3% | $4,395+58.0% | $4,805+44.5% |
| Admin fee / account holder | $53 | $102-47.8% | $5,326-99.0% | $133-59.7% |