Filed May 24, 2001
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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $320,457 |
CALLAN ASSOCIATES4+ years Filed as: CALLAN ASSOCIATES, INC. Service code 16 · EIN 94-2192581 | Consulting | $117,588 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $40,640 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 99 · EIN 22-1211670 | Other Fees | $40,573 |
WINDHAM BRANNON2 years Service code 10 · EIN 58-1763439 | Accounting | $12,030 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,265 | $134,045-20.7% | $80,022+32.8% | $75,289+41.1% |
| Participation rate | 100.0% | 85.8%+14.2pp | 75.8%+24.2pp | 72.4%+27.6pp |
| Annual return | -3.49% | -0.56%-2.9pp | 11.22%-14.7pp | -0.04%-3.4pp |
| Employer contribution / active EE | $2,527 | $3,492-27.6% | $2,468+2.4% | $2,405+5.1% |
| Participant deferral / active EE | $5,466 | $4,976+9.8% | $3,686+48.3% | $3,739+46.2% |
| Admin fee / account holder | $168 | $124+35.7% | $6,521-97.4% | $102+64.2% |