Filed March 21, 2006
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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 20-4668732 | Investment Management | $90,000 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $37,000 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES W. CAMMACK ASSOCIATES, INC. Service code 28 · EIN 13-3052851 | Investment Management | $30,000 |
KELLEY DRYE & WARREN LLP1 year Service code 29 · EIN 13-5335107 | Legal | $28,584 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,224 |
Filed as: THE PRUDENTIAL INS. CO OF AMERICA Service code 15 · EIN 22-1211670 | Recordkeeping | $1,679 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $106,550 | $44,989+136.8% | $170,435-37.5% | $77,958+36.7% |
| Participation rate | 91.2% | 64.6%+26.6pp | 83.6%+7.6pp | 71.6%+19.5pp |
| Annual return | 14.09% | 19.61%-5.5pp | 205.94%-191.9pp | 20.87%-6.8pp |
| Employer contribution / active EE | $1,765 | $1,466+20.4% | $5,432-67.5% | $2,310-23.6% |
| Participant deferral / active EE | $5,741 | $2,208+160.1% | $4,939+16.2% | $3,537+62.3% |
| Admin fee / account holder | $34 | $69-50.0% | $13,881-99.8% | $97-64.6% |