Filed April 30, 2007 (most recent of 6 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 | $294,445 |
MMA SECURITIES LLC3 years Service code 16 · EIN 22-3570392 | Consulting | $125,000 |
KREISCHER MILLER3 years Service code 10 · EIN 23-1980475 | Accounting | $27,758 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $12,828 |
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 | $59,407 | $130,052-54.3% | $86,717-31.5% | $77,906-23.7% |
| Participation rate | 91.8% | 85.9%+5.8pp | 76.6%+15.2pp | 73.7%+18.1pp |
| Annual return | -14.12% | -12.73%-1.4pp | 35.97%-50.1pp | 12.16%-26.3pp |
| Employer contribution / active EE | $2,254 | $3,214-29.9% | $2,837-20.6% | $2,846-20.8% |
| Participant deferral / active EE | $3,911 | $5,741-31.9% | $4,657-16.0% | $4,805-18.6% |
| Admin fee / account holder | $158 | $132+19.5% | $7,494-97.9% | $133+18.9% |