Filed February 7, 1997
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 |
|---|---|---|
BANYAN PARTNERS LLC1+ years Service code 27 · EIN 51-0592303 | Advisory (Plan) | $104,631 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $15,536 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $14,800 |
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 | $130,703 | $57,096+128.9% | $94,229+38.7% | $55,191+136.8% |
| Participation rate | 95.3% | 75.7%+19.7pp | 78.8%+16.6pp | 69.2%+26.2pp |
| Annual return | 0.64% | 159.65%-159.0pp | 10.68%-10.0pp | 10.78%-10.1pp |
| Employer contribution / active EE | $3,785 | $1,708+121.6% | $3,587+5.5% | $1,899+99.3% |
| Participant deferral / active EE | $5,374 | $3,165+69.8% | $4,320+24.4% | $3,046+76.4% |
| Admin fee / account holder | $171 | $89+92.0% | $6,269-97.3% | $91+88.7% |