Filed January 29, 2008
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 · EIN 31-4156830 | Recordkeeping | $66,618 |
PRUCO SECURITIES, LLC1 year Filed as: PRUCO SECURITIES Service code 22 213 WASHINGTON · SPRINGFIELD, MA 01111 | Insurance Broker | $0 |
Filed as: PRUDENTIAL INSURANCE Service code 71 213 WASHINGTON ST · SPRINGFIELD, MA 01111 | Brokerage Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,249 | $58,888-41.8% | $178,499-80.8% | $73,493-53.4% |
| Participation rate | 81.8% | 66.2%+15.6pp | 81.9%-0.1pp | 70.7%+11.1pp |
| Annual return | 5.74% | 24.86%-19.1pp | 151.10%-145.4pp | 28.51%-22.8pp |
| Employer contribution / active EE | $2,869 | $2,236+28.3% | $5,011-42.8% | $2,270+26.4% |
| Participant deferral / active EE | $1,631 | $2,568-36.5% | $5,202-68.6% | $3,740-56.4% |
| Admin fee / account holder | $337 | $400-15.9% | $13,986-97.6% | $513-34.4% |