Filed July 5, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANE AND Service code 13 · EIN 06-1050034 | Contract Administrator | $139,205 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $100,000 |
Filed as: LAVINE, LOFGREN, MORRIS AND ENGELBE Service code 10 · EIN 33-0690020 | Accounting | $18,300 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,796 | $36,321-29.0% | $89,441-71.2% | $106,273-75.7% |
| Participation rate | 25.1% | 29.8%-4.8pp | 68.0%-42.9pp | 70.8%-45.7pp |
| Annual return | 19.40% | 24.00%-4.6pp | 245.62%-226.2pp | 21.70%-2.3pp |
| Employer contribution / active EE | $226 | $507-55.4% | $2,588-91.3% | $2,722-91.7% |
| Participant deferral / active EE | $1,156 | $1,286-10.1% | $3,891-70.3% | $4,601-74.9% |
| Admin fee / account holder | $29 | $78-62.2% | $4,885-99.4% | $78-62.4% |