Filed April 30, 2013
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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANCE CO. Service code 13 · EIN 06-1050034 | Contract Administrator | $857,397 |
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 16 · EIN 20-4751585 | Consulting | $14,074 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,735 | $49,270-55.9% | $156,551-86.1% | $329,111-93.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 84.0%+16.0pp | 67.9%+32.1pp |
| Annual return | 36.36% | 23.25%+13.1pp | 32.23%+4.1pp | 16.35%+20.0pp |
| Employer contribution / active EE | $4,813 | $1,534+213.7% | $5,501-12.5% | $2,303+109.0% |
| Participant deferral / active EE | $4,887 | $2,920+67.4% | $4,871+0.3% | $3,682+32.7% |
| Admin fee / account holder | $55 | $51+8.2% | $13,028-99.6% | $754-92.7% |