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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $209,523 |
Filed as: PRUDENTIAL TRUST CO Service code 28 · EIN 23-6994310 | Investment Management | $70,747 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN GLOBAL BANKING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $57,500 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 · EIN 84-0467907 | Recordkeeping | $28,774 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $18,000 |
FENNEMORE CRAIG2 years Filed as: FENNEMORE CRAIG, PC Service code 99 · EIN 86-0293128 | Other Fees | $9,755 |
QDRO CONSULTANTS COMPANY, LLC3+ years Filed as: QDRO CONSULTANTS COMPANY Service code 16 · EIN 34-1820650 | Consulting | $7,200 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE INC. Service code 33 200 S. 108TH AVE. · OMAHA, NE 68154 | Securities brokerage | $3,573 |
Service code 15 | Recordkeeping | $0 |
EPIC RETIREMENT PLAN SERVICES3+ 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 | $55,872 | $39,909+40.0% | $78,775-29.1% | $80,976-31.0% |
| Participation rate | 96.8% | 55.7%+41.1pp | 69.2%+27.6pp | 68.3%+28.6pp |
| Annual return | 17.19% | 23.47%-6.3pp | 35.62%-18.4pp | 22.91%-5.7pp |
| Employer contribution / active EE | $2,096 | $778+169.4% | $1,986+5.6% | $2,402-12.8% |
| Participant deferral / active EE | $3,306 | $1,359+143.2% | $2,958+11.7% | $3,848-14.1% |
| Admin fee / account holder | $34 | $50-31.4% | $5,132-99.3% | $67-49.4% |