Filed February 24, 2006 (most recent of 2 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 INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $276,098 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $111,400 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $65,865 |
Filed as: PRUDENTIAL TRUST CO Service code 28 · EIN 23-6994310 | Investment Management | $62,513 |
MOSS ADAMS LLP1+ years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $17,250 |
Service code 27 · EIN 77-0702560 | Advisory (Plan) | $15,000 |
JP MORGAN SECURITIES LLC1+ years Service code 33 · EIN 13-3538956 | Securities brokerage; Shareholder ser... | $11,485 |
QDRO CONSULTANTS COMPANY, LLC1+ years Filed as: QDRO CONSULTANTS COMPANY Service code 26 · EIN 34-1820650 | Advisory (Participants) | $5,850 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: JP MORGAN RETIREMENT PLAN SERVICES Service code 59 | Shareholder Servicing | $0 |
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 | $39,548 | $36,004+9.8% | $64,105-38.3% | $69,651-43.2% |
| Participation rate | 96.2% | 47.3%+49.0pp | 68.2%+28.1pp | 66.6%+29.7pp |
| Annual return | -0.45% | 4.26%-4.7pp | 791.24%-791.7pp | 53.77%-54.2pp |
| Employer contribution / active EE | $1,904 | $617+208.8% | $1,820+4.6% | $2,241-15.0% |
| Participant deferral / active EE | $3,003 | $1,166+157.4% | $2,822+6.4% | $3,635-17.4% |
| Admin fee / account holder | $44 | $49-9.2% | $4,499-99.0% | $63-29.7% |