Filed June 1, 2006 (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 OF Service code 13 · EIN 22-1211670 | Contract Administrator | $390,744 |
Filed as: PRUDENTIAL TRUST CO. Service code 15 · EIN 23-6994310 | Recordkeeping | $169,051 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 99 · EIN 22-1211670 | Other Fees | $100,276 |
CAP FINANCIAL PARTNERS, LLC2 years Filed as: CAP FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $99,892 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLEY VIRCHOW KRAUSE LLP Service code 10 · EIN 39-0859910 | Accounting | $35,000 |
CURCIO WEBB1 year Service code 49 · EIN 36-4171366 | Other Services | $35,000 |
COHNREZNICK LLP1 year Filed as: COHNREZNICK, LLP Service code 10 · EIN 22-1478099 | Accounting | $3,500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,002 | $127,218-27.7% | $392,568-76.6% | $77,787+18.3% |
| Participation rate | 82.0% | 82.0%0pp | 78.1%+4.0pp | 73.2%+8.8pp |
| Annual return | 19.25% | 25.27%-6.0pp | 24.42%-5.2pp | 32.57%-13.3pp |
| Employer contribution / active EE | $3,784 | $3,064+23.5% | $3,7830% | $2,504+51.1% |
| Participant deferral / active EE | $4,337 | $4,820-10.0% | $5,985-27.5% | $3,967+9.3% |
| Admin fee / account holder | $125 | $89+40.8% | $6,260-98.0% | $100+25.2% |