Filed May 15, 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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 13 · EIN 06-1050034 | Contract Administrator | $1,322,130 |
MERCER1 year Filed as: MERCER INVESTMENTS Service code 16 · EIN 30-0282430 | Consulting | $175,000 |
WALTERS & SKLYAR LLP1 year Filed as: WALTERS & SKYLAR LLP Service code 10 · EIN 47-5677171 | Accounting | $41,500 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VIRCHOW KRAUSE Service code 10 · EIN 39-0859910 | Accounting | $19,171 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY Service code 15 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,688 | $68,330-87.3% | $149,740-94.2% | $96,393-91.0% |
| Participation rate | 93.1% | 74.6%+18.5pp | 78.8%+14.3pp | 71.3%+21.8pp |
| Annual return | 19.06% | 29.64%-10.6pp | 134.51%-115.5pp | 22.88%-3.8pp |
| Employer contribution / active EE | $162 | $2,139-92.4% | $4,821-96.6% | $3,239-95.0% |
| Participant deferral / active EE | $1,808 | $4,422-59.1% | $5,683-68.2% | $5,455-66.9% |
| Admin fee / account holder | $50 | $52-4.0% | $13,222-99.6% | $74-32.4% |