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: BNY MELLON Service code 15 · EIN 13-5160382 | Recordkeeping | $7,937 |
Filed as: PRUDENTIAL RET INS & ANNUITY CO Service code 13 · EIN 06-1050034 | Contract Administrator | $4,815 |
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 | $192,263 | $52,626+265.3% | $98,508+95.2% | $93,010+106.7% |
| Participation rate | 41.8% | 65.3%-23.5pp | 73.3%-31.5pp | 73.9%-32.1pp |
| Annual return | 16.13% | 16.95%-0.8pp | 1495.22%-1479.1pp | 158.70%-142.6pp |
| Employer contribution / active EE | $1,025 | $1,894-45.9% | $2,961-65.4% | $2,705-62.1% |
| Participant deferral / active EE | $6,253 | $2,907+115.1% | $4,276+46.2% | $4,561+37.1% |
| Admin fee / account holder | $17 | $102-83.0% | $5,956-99.7% | $152-88.5% |