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 | $3,283 |
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 | $144,209 | $44,794+221.9% | $90,336+59.6% | $77,775+85.4% |
| Participation rate | 42.4% | 66.6%-24.2pp | 73.3%-30.9pp | 73.2%-30.8pp |
| Annual return | 22.94% | 28.23%-5.3pp | 78.15%-55.2pp | 32.58%-9.6pp |
| Employer contribution / active EE | $789 | $1,809-56.4% | $2,856-72.4% | $2,504-68.5% |
| Participant deferral / active EE | $6,034 | $2,642+128.4% | $3,886+55.3% | $3,966+52.1% |
| Admin fee / account holder | $6 | $94-94.1% | $5,357-99.9% | $100-94.4% |