Filed August 5, 1991
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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $574,400 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $111,502 |
BKD, LLP5+ years Filed as: BKD CPA & ADVISORS Service code 49 · EIN 44-0160260 | Other Services | $24,128 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,288 | $110,760+36.6% | $162,185-6.7% | $82,204+84.0% |
| Participation rate | 97.3% | 92.7%+4.7pp | 87.6%+9.8pp | 73.4%+23.9pp |
| Annual return | 29.64% | 22.97%+6.7pp | 115.61%-86.0pp | 26.31%+3.3pp |
| Employer contribution / active EE | $1,563 | $4,437-64.8% | $5,613-72.2% | $2,707-42.3% |
| Participant deferral / active EE | $11,611 | $6,652+74.6% | $7,297+59.1% | $4,246+173.5% |
| Admin fee / account holder | $80 | $65+22.7% | $10,844-99.3% | $76+5.7% |