Filed July 1, 2010 (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: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $26,011 |
KATZ, SAPPER & MILLER1+ years Filed as: KATZ, SAPPER, MILLER Service code 10 P. O. BOX 7096 · INDIANAPOLIS, IN 46240 | Accounting | $21,790 |
Filed as: PRUDENTIAL TRUST Service code 28 · EIN 23-6694310 | Investment Management | $9,820 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 16 100 HALF DAY ROAD · LINCOLNSHIRE, IL 60069 | Consulting | $5,591 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,367 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,534 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $126,478 | $72,770+73.8% | $67,652+87.0% | $55,191+129.2% |
| Participation rate | 98.0% | 78.8%+19.2pp | 75.7%+22.4pp | 69.2%+28.9pp |
| Annual return | 26.18% | -3.26%+29.4pp | 6625.40%-6599.2pp | 10.78%+15.4pp |
| Employer contribution / active EE | $4,215 | $1,769+138.3% | $2,266+86.1% | $1,899+122.0% |
| Participant deferral / active EE | $5,148 | $3,408+51.1% | $3,560+44.6% | $3,046+69.0% |
| Admin fee / account holder | $106 | $79+34.6% | $4,821-97.8% | $91+16.9% |