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 | $214,026 |
Service code 28 · EIN 71-0294708 | Investment Management | $83,241 |
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 16 · EIN 20-4751585 | Consulting | $15,072 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE INSURANCE COMPANY Service code 13 · EIN 06-0904249 | Contract Administrator | $9,223 |
Filed as: VOYA FINANCIAL PARTNERS Service code 55 · EIN 06-1375177 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,837 | $49,270+19.4% | $156,551-62.4% | $329,111-82.1% |
| Participation rate | 64.2% | 68.1%-3.9pp | 84.0%-19.8pp | 67.9%-3.6pp |
| Annual return | 69.08% | 23.25%+45.8pp | 32.23%+36.9pp | 16.35%+52.7pp |
| Employer contribution / active EE | -$21 | $1,534-101.4% | $5,501-100.4% | $2,303-100.9% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $4,871-100.0% | $3,682-100.0% |
| Admin fee / account holder | $35 | $51-30.8% | $13,028-99.7% | $754-95.4% |