Filed February 15, 2006
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 |
|---|---|---|
401K ADVISORS INC3+ years Filed as: 401K ADVISORS, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $65,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $60,490 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,941 | $72,448+236.7% | $118,746+105.4% | $69,634+250.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 78.3%+21.7pp | 70.7%+29.3pp |
| Annual return | 18.65% | 19.06%-0.4pp | 24.54%-5.9pp | 27572.26%-27553.6pp |
| Employer contribution / active EE | $7,964 | $3,771+111.2% | $4,193+90.0% | $2,032+291.9% |
| Participant deferral / active EE | $10,397 | $4,943+110.4% | $5,332+95.0% | $3,224+222.5% |
| Admin fee / account holder | $313 | $99+216.7% | $10,720-97.1% | $110+183.4% |