Filed April 19, 1995
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 | $3,730 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $122,797 | $37,884+224.1% | $79,472+54.5% | $75,289+63.1% |
| Participation rate | 40.6% | 65.0%-24.4pp | 73.3%-32.7pp | 72.4%-31.8pp |
| Annual return | -2.71% | 1.06%-3.8pp | 718.32%-721.0pp | -0.04%-2.7pp |
| Employer contribution / active EE | $738 | $1,680-56.1% | $2,801-73.7% | $2,405-69.3% |
| Participant deferral / active EE | $5,643 | $2,569+119.7% | $3,704+52.4% | $3,739+50.9% |
| Admin fee / account holder | $6 | $77-92.6% | $5,104-99.9% | $102-94.5% |