Filed April 6, 2015 (most recent of 2 filings on file)
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 13 · EIN 06-1050034 | Contract Administrator | $64,265 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $301,775 | $82,188+267.2% | $125,401+140.6% | $64,829+365.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | -17.57% | 3.50%-21.1pp | 572.53%-590.1pp | 32.85%-50.4pp |
| Employer contribution / active EE | $13,208 | $3,617+265.1% | $4,816+174.3% | $2,507+426.8% |
| Participant deferral / active EE | $13,611 | $7,177+89.7% | $7,448+82.7% | $4,312+215.7% |
| Admin fee / account holder | $269 | $163+64.6% | $10,008-97.3% | $188+43.0% |