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 | $400,053 |
CALLAN ASSOCIATES2 years Filed as: CALLAN ASSOCIATES INC Service code 16 · EIN 94-2192581 | Consulting | $129,433 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,552 | $114,195+24.8% | $106,554+33.8% | $93,010+53.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 76.1%+23.9pp | 73.9%+26.1pp |
| Annual return | 12.02% | 22.18%-10.2pp | 26.80%-14.8pp | 158.70%-146.7pp |
| Employer contribution / active EE | $2,875 | $4,009-28.3% | $2,819+2.0% | $2,705+6.3% |
| Participant deferral / active EE | $6,336 | $5,908+7.2% | $4,398+44.1% | $4,561+38.9% |
| Admin fee / account holder | $191 | $105+82.5% | $7,408-97.4% | $152+26.0% |