Filed April 20, 2012
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 |
|---|---|---|
Filed as: PRIME CAPITAL INVESTMENT ADVISORS, Service code 27 · EIN 82-1364595 | Advisory (Plan) | $595,800 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $278,373 |
ROBERTSON & ROBERTSON, PLLC3 years Service code 10 · EIN 26-1631123 | Accounting | $18,500 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,582 | $95,388+40.0% | $125,401+6.5% | $77,906+71.5% |
| Participation rate | 96.2% | 78.6%+17.6pp | 82.4%+13.8pp | 73.7%+22.5pp |
| Annual return | -15.72% | 116.19%-131.9pp | 572.53%-588.3pp | 12.16%-27.9pp |
| Employer contribution / active EE | $4,236 | $3,666+15.6% | $4,816-12.0% | $2,846+48.8% |
| Participant deferral / active EE | $8,477 | $7,711+9.9% | $7,448+13.8% | $4,805+76.4% |
| Admin fee / account holder | $480 | $119+303.6% | $10,008-95.2% | $133+261.8% |