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 OF Service code 13 · EIN 22-1211670 | Contract Administrator | $24,516 |
NFP RETIREMENT INC5+ years Filed as: NFP RETIREMENT, INC Service code 16 · EIN 33-0905143 | Consulting | $9,168 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,756 | $72,066-18.5% | $81,726-28.1% | $90,274-34.9% |
| Participation rate | 53.3% | 78.9%-25.6pp | 72.0%-18.7pp | 73.4%-20.0pp |
| Annual return | 8.23% | 15.92%-7.7pp | 29.49%-21.3pp | 53.97%-45.7pp |
| Employer contribution / active EE | $251 | $2,335-89.3% | $4,311-94.2% | $2,523-90.1% |
| Participant deferral / active EE | $2,356 | $3,557-33.8% | $7,108-66.9% | $4,231-44.3% |
| Admin fee / account holder | $43 | $92-53.5% | $5,160-99.2% | $114-62.3% |