Filed April 4, 2012
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 |
|---|---|---|
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $42,500 |
GRANT THORNTON LLP2+ years Filed as: GRANT THORNTON, LLP Service code 49 · EIN 36-6055558 | Other Services | $19,425 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $3,440 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,166 | $65,820-39.0% | $108,745-63.1% | $57,658-30.3% |
| Participation rate | 58.8% | 72.7%-13.9pp | 77.7%-18.8pp | 70.2%-11.4pp |
| Annual return | 8.08% | 21.32%-13.2pp | 46.22%-38.1pp | 5.13%+2.9pp |
| Employer contribution / active EE | $1,005 | $2,285-56.0% | $3,323-69.7% | $1,974-49.1% |
| Participant deferral / active EE | $2,556 | $3,578-28.6% | $5,121-50.1% | $3,061-16.5% |
| Admin fee / account holder | $93 | $91+2.1% | $6,144-98.5% | $95-1.6% |