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 | $385,083 |
Filed as: QDRO CONSULTANTS Service code 15 · EIN 34-1820650 3071 PEARL RD · MEDINA, OH 44256 | Recordkeeping | $9,200 |
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 | $153,881 | $103,657+48.5% | $112,504+36.8% | $103,657+48.5% |
| Participation rate | 100.0% | 73.4%+26.6pp | 80.6%+19.4pp | 73.4%+26.6pp |
| Annual return | 19.10% | 33.13%-14.0pp | 34.13%-15.0pp | 33.13%-14.0pp |
| Employer contribution / active EE | $6,252 | $3,216+94.4% | $4,571+36.8% | $3,216+94.4% |
| Participant deferral / active EE | $7,553 | $5,218+44.7% | $6,522+15.8% | $5,218+44.7% |
| Admin fee / account holder | $50 | $114-56.2% | $7,048-99.3% | $114-56.2% |