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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RET INS & ANNUITY CO Service code 13 · EIN 06-1050034 | Contract Administrator | $2,729,463 |
STIFEL NICOLAUS & CO INC6 years Filed as: STIFEL PEARL STREET INVESTMENT Service code 27 · EIN 43-0538770 | Advisory (Plan) | $400,397 |
PLANTE & MORAN, PLLC3 years Service code 10 · EIN 38-1357951 | Accounting | $30,700 |
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER JOHNSON SNELL CUMMISKEY Service code 29 · EIN 38-1603110 | Legal | $9,361 |
Service code 15 · EIN 71-0294708 | Recordkeeping | $200 |
Filed as: THE PRUDENTIAL INS CO OF AMERICA Service code 72 · EIN 22-1211670 | Other investment fees and expenses | $0 |
Filed as: THE PRUDENTIAL INS COM OF AMERICA Service code 72 | Other investment fees and expenses | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,995 | $83,057-19.3% | $143,799-53.4% | $89,433-25.1% |
| Participation rate | 100.0% | 74.0%+26.0pp | 80.3%+19.7pp | 71.3%+28.7pp |
| Annual return | -14.36% | -13.97%-0.4pp | -0.04%-14.3pp | -11.88%-2.5pp |
| Employer contribution / active EE | $3,241 | $2,095+54.7% | $4,952-34.6% | $3,021+7.3% |
| Participant deferral / active EE | $5,557 | $4,281+29.8% | $5,638-1.5% | $5,125+8.4% |
| Admin fee / account holder | $91 | $83+9.2% | $14,677-99.4% | $79+14.1% |