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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $190,994 |
401K ADVISORS INC3+ years Filed as: 401K ADVISORS, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $100,000 |
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 | $175,343 | $102,255+71.5% | $118,746+47.7% | $77,958+124.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.3%+21.7pp | 71.6%+28.4pp |
| Annual return | 15.24% | 65.05%-49.8pp | 24.54%-9.3pp | 20.87%-5.6pp |
| Employer contribution / active EE | $6,601 | $4,931+33.9% | $4,193+57.4% | $2,310+185.7% |
| Participant deferral / active EE | $8,768 | $5,974+46.8% | $5,332+64.4% | $3,537+147.9% |
| Admin fee / account holder | $320 | $79+305.4% | $10,720-97.0% | $97+228.6% |