Filed October 7, 2016 (most recent of 3 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 RET INS & ANNUITY CO Service code 10 · EIN 06-1050034 | Accounting | $390,137 |
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL NICHOLAS & COMPANY Service code 15 · EIN 43-0538770 | Recordkeeping | $178,152 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $95,137 | $65,708+44.8% | $76,667+24.1% | $77,775+22.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 72.1%+27.9pp | 73.2%+26.8pp |
| Annual return | 21.48% | 49.86%-28.4pp | 1166.74%-1145.3pp | 32.58%-11.1pp |
| Employer contribution / active EE | $3,673 | $2,167+69.5% | $2,303+59.5% | $2,504+46.7% |
| Participant deferral / active EE | $7,927 | $3,254+143.6% | $3,336+137.6% | $3,966+99.9% |
| Admin fee / account holder | $289 | $91+218.6% | $6,423-95.5% | $100+189.1% |