Filed October 15, 2002
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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL TRUST CO. - JENNISON INV Service code 28 · EIN 23-6994310 | Investment Management | $11,757 |
MATRIX CLEARANCE AND SETTLEMENT5+ years Filed as: MATRIX CLEARENCE AND SETTLEMENT Service code 33 · EIN 13-4046432 | Securities brokerage; Sub-transfer ag... | $0 |
UNION BANK & TRUST COMPANY5+ years Service code 12 · EIN 47-0321480 | Sub-transfer agency fees; Participant... | $0 |
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 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 21.74% | 34.64%-12.9pp | 20.73%+1.0pp | 21.83%-0.1pp |
| Employer contribution / active EE | $4,318 | $7,654-43.6% | $36,503-88.2% | $12,237-64.7% |
| Participant deferral / active EE | $0 | $693-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |