Filed August 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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY Service code 13 · EIN 22-1211670 | Contract Administrator | $22,586 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT, INC. Service code 16 · EIN 33-0905143 | Consulting | $19,439 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,306 | $65,708-14.3% | $76,667-26.6% | $77,775-27.6% |
| Participation rate | 57.5% | 79.0%-21.5pp | 72.1%-14.6pp | 73.2%-15.7pp |
| Annual return | 3.66% | 49.86%-46.2pp | 1166.74%-1163.1pp | 32.58%-28.9pp |
| Employer contribution / active EE | $236 | $2,167-89.1% | $2,303-89.8% | $2,504-90.6% |
| Participant deferral / active EE | $2,319 | $3,254-28.7% | $3,336-30.5% | $3,966-41.5% |
| Admin fee / account holder | $54 | $91-40.3% | $6,423-99.2% | $100-45.8% |