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 | $433,637 |
Filed as: PRUDENTIAL TRUST CO. Service code 52 · EIN 23-6994310 | Indirect Investment Fees | $222,262 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $80,000 |
Service code 49 · EIN 22-3604017 | Other Services | $70,000 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE Service code 10 · EIN 39-0859910 | Accounting | $37,600 |
Filed as: PRUDENTIAL INSURANCE CO Service code 99 · EIN 22-1211670 | Other Fees | $22,262 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,221 | $164,864-31.9% | $453,569-75.3% | $93,010+20.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 78.0%+22.0pp | 73.9%+26.1pp |
| Annual return | 9.82% | 17.89%-8.1pp | 64.43%-54.6pp | 158.70%-148.9pp |
| Employer contribution / active EE | $5,164 | $3,519+46.8% | $4,072+26.8% | $2,705+90.9% |
| Participant deferral / active EE | $5,816 | $5,690+2.2% | $6,211-6.4% | $4,561+27.5% |
| Admin fee / account holder | $122 | $104+17.6% | $11,214-98.9% | $152-19.2% |