Filed October 18, 2004
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 RET INS & ANNUITY CO Service code 13 · EIN 06-1050034 | Contract Administrator | $1,922,655 |
STIFEL NICOLAUS & CO INC1 year Filed as: PEARLSTREET INVSTMNT MGMT OF STIFEL Service code 27 · EIN 38-3382353 | Advisory (Plan) | $159,969 |
STIFEL NICOLAUS & CO INC5 years Filed as: STIFEL PEARL STREET INVESTMENT Service code 27 · EIN 43-0538770 | Advisory (Plan) | $99,700 |
PLANTE & MORAN, PLLC2 years Service code 10 · EIN 38-1357951 | Accounting | $20,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,293 | $68,062+16.5% | $185,854-57.3% | $106,520-25.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.7%+18.3pp | 71.3%+28.7pp |
| Annual return | 14.34% | 18.20%-3.9pp | 122.12%-107.8pp | 19.28%-4.9pp |
| Employer contribution / active EE | $3,182 | $1,997+59.3% | $5,169-38.4% | $2,840+12.0% |
| Participant deferral / active EE | $5,115 | $3,990+28.2% | $5,569-8.2% | $4,948+3.4% |
| Admin fee / account holder | $65 | $53+23.6% | $16,246-99.6% | $75-12.5% |