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.
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4 years Service code 15 · EIN 31-4156830 | Recordkeeping | $78,471 |
PRUCO SECURITIES, LLC3 years Filed as: PRUCO SECURITIES Service code 22 213 WASHINGTON ST · NEWARK, NJ 07102 | Insurance Broker | $0 |
Filed as: PRUDENTIAL INS AGENCY Service code 71 213 WASHINGTON ST · NEWARK, NJ 07102 | Brokerage Fees | $0 |
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 | $33,335 | $73,848-54.9% | $143,799-76.8% | $68,486-51.3% |
| Participation rate | 76.5% | 66.7%+9.9pp | 80.3%-3.8pp | 67.9%+8.6pp |
| Annual return | 4.44% | 0.91%+3.5pp | -0.04%+4.5pp | -7.85%+12.3pp |
| Employer contribution / active EE | $2,908 | $3,184-8.7% | $4,952-41.3% | $2,597+12.0% |
| Participant deferral / active EE | $2,169 | $3,385-35.9% | $5,638-61.5% | $4,028-46.2% |
| Admin fee / account holder | $114 | $5,755-98.0% | $14,677-99.2% | $5,404-97.9% |