Filed February 22, 2008 (most recent of 4 filings on file)
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 RETIREMENT INSURANCE Service code 13 · EIN 06-1050034 AND ANNUITY COMPANY · BROOKHAVEN, NY 11719 | Contract Administrator | $268,607 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 99 HIGH STREET · BOSTON, MA 02110 | Advisory (Plan) | $68,620 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $137,558 | $93,223+47.6% | $112,977+21.8% | $93,223+47.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 82.6%+17.4pp | 74.9%+25.1pp |
| Annual return | 17.70% | 19.29%-1.6pp | 24.24%-6.5pp | 19.29%-1.6pp |
| Employer contribution / active EE | $4,685 | $2,680+74.9% | $4,255+10.1% | $2,680+74.9% |
| Participant deferral / active EE | $5,766 | $4,563+26.4% | $5,836-1.2% | $4,563+26.4% |
| Admin fee / account holder | $42 | $79-46.9% | $6,294-99.3% | $79-46.9% |