Filed April 17, 2007 (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 |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY Service code 14 · EIN 22-1211670 | Plan Administrator | $151,563 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $67,000 |
PRIAC1 year Service code 14 · EIN 06-1050034 | Plan Administrator | $34,074 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM SMITH+BROWN, PC Service code 10 · EIN 22-2027092 | Accounting | $19,338 |
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 | $65,157 | $56,095+16.2% | $178,510-63.5% | $90,274-27.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 81.9%+18.1pp | 73.4%+26.6pp |
| Annual return | 13.22% | 28.81%-15.6pp | 151.13%-137.9pp | 53.97%-40.8pp |
| Employer contribution / active EE | $633 | $1,572-59.7% | $5,011-87.4% | $2,523-74.9% |
| Participant deferral / active EE | $4,816 | $2,669+80.5% | $5,202-7.4% | $4,231+13.8% |
| Admin fee / account holder | $296 | $101+194.1% | $13,988-97.9% | $114+159.5% |