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 | $2,030 |
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 | $168,549 | $52,722+219.7% | $90,468+86.3% | $73,415+129.6% |
| Participation rate | 53.4% | 67.7%-14.3pp | 72.7%-19.2pp | 72.2%-18.7pp |
| Annual return | 18.22% | 20.70%-2.5pp | 1294.94%-1276.7pp | 59.30%-41.1pp |
| Employer contribution / active EE | $1,114 | $1,872-40.5% | $3,264-65.9% | $2,234-50.1% |
| Participant deferral / active EE | $7,316 | $2,810+160.4% | $3,964+84.6% | $3,806+92.2% |
| Admin fee / account holder | $13 | $117-88.9% | $5,614-99.8% | $158-91.8% |