Filed July 8, 2019 (most recent of 2 filings on file)
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: PRUDENTIAL RETIREMENT INSURANCE Service code 13 · EIN 06-1050034 | Contract Administrator | $256,705 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 10 · EIN 36-4291971 | Accounting | $85,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 27 · EIN 36-3297908 | Advisory (Plan) | $18,897 |
Filed as: PRUDENTIAL INV MGMT SERVICES, LLC Service code 60 · EIN 13-4122960 | Sub-TA Fees | $10,070 |
BRIGGS & VESELKA CO.2 years Filed as: BRIGGS AND VESELKA CO. Service code 10 · EIN 74-1769118 | Accounting | $6,300 |
Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 15 · EIN 04-3523567 | Recordkeeping | $398 |
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 | $109,882 | $67,512+62.8% | $185,854-40.9% | $93,010+18.1% |
| Participation rate | 99.0% | 67.1%+31.9pp | 81.7%+17.3pp | 73.9%+25.1pp |
| Annual return | 14.51% | 21.04%-6.5pp | 122.12%-107.6pp | 158.70%-144.2pp |
| Employer contribution / active EE | $4,713 | $1,783+164.3% | $5,169-8.8% | $2,705+74.2% |
| Participant deferral / active EE | $5,774 | $3,035+90.2% | $5,569+3.7% | $4,561+26.6% |
| Admin fee / account holder | $62 | $318-80.4% | $16,246-99.6% | $152-59.0% |