Filed June 22, 2006 (most recent of 2 filings on file)
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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $89,589 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $32,783 |
RBC WEALTH MANAGEMENT3 years Service code 14 · EIN 41-1416330 | Plan Administrator | $23,364 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,065 | $46,332+180.7% | $143,799-9.6% | $64,819+100.7% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -18.34% | -10.05%-8.3pp | -0.04%-18.3pp | 32.84%-51.2pp |
| Employer contribution / active EE | $3,217 | $1,911+68.3% | $4,952-35.0% | $2,507+28.3% |
| Participant deferral / active EE | $7,336 | $2,647+177.1% | $5,638+30.1% | $4,311+70.2% |
| Admin fee / account holder | $181 | $154+17.4% | $14,677-98.8% | $188-3.9% |