Filed September 21, 1992
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 |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $69,888 |
Filed as: PRUDENTIAL INSURANCE CO Service code 37 · EIN 22-1211670 | Loan Processing | $34,097 |
Filed as: PRUDENTIAL TRUST CO Service code 37 · EIN 22-6994310 | Loan Processing | $14,613 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $98,849 | $76,209+29.7% | $81,370+21.5% | $200,096-50.6% |
| Participation rate | 94.3% | 76.4%+18.0pp | 69.5%+24.8pp | 72.0%+22.3pp |
| Annual return | 13.55% | 15.55%-2.0pp | 24.85%-11.3pp | 34.26%-20.7pp |
| Employer contribution / active EE | $4,053 | $2,807+44.4% | $2,464+64.5% | $3,038+33.4% |
| Participant deferral / active EE | $4,380 | $4,210+4.1% | $3,885+12.7% | $5,090-13.9% |
| Admin fee / account holder | $52 | $146-64.3% | $5,749-99.1% | $269-80.7% |