Filed October 19, 2004
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 RET INS & ANNUITY CO Service code 13 · EIN 06-1050034 | Contract Administrator | $45,045 |
RYAN LABS ASSET MANAGEMENT2+ years Filed as: RYAN LABS INC Service code 27 · EIN 23-6396097 | Advisory (Plan) | $30,000 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 28 · EIN 27-0058684 | Investment Management | $16,264 |
FIRST BANKERS TRUST SERVICES2+ years Service code 21 · EIN 37-1237250 | Bank Trustee | $7,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $89,277-100.0% | $322,681-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 27.6%-27.6pp | 12.6%-12.6pp |
| Annual return | 5.15% | 4.39%+0.8pp | 4.07%+1.1pp | 4.56%+0.6pp |
| Employer contribution / active EE | $22,847 | $12,633+80.9% | $36,235-36.9% | $15,526+47.2% |
| Participant deferral / active EE | $0 | $7-100.0% | $215-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,741-100.0% | $7,128-100.0% | $1,711-100.0% |