Filed May 25, 2006
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 |
|---|---|---|
Filed as: PRUDENTIAL RET INS AND ANNUITY CO Service code 15 · EIN 06-1050034 | Recordkeeping | $120,937 |
Filed as: THE PRUDENTIAL INS CO OF AMERICA Service code 15 · EIN 22-1211670 | Recordkeeping | $48,186 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $31,897 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $10,502 |
MOSS ADAMS LLP5 years Service code 10 · EIN 91-0189318 | Accounting | $9,242 |
Filed as: THE PRUDENTIAL INS. CO OF AMERICA Service code 72 | Other investment fees and expenses | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,081 | $56,503+229.3% | $69,890+166.2% | $64,824+187.1% |
| Participation rate | 100.0% | 70.5%+29.5pp | 70.5%+29.5pp | 71.5%+28.5pp |
| Annual return | -13.91% | -13.44%-0.5pp | 190.84%-204.7pp | 32.84%-46.8pp |
| Employer contribution / active EE | $5,751 | $2,046+181.0% | $2,560+124.6% | $2,507+129.4% |
| Participant deferral / active EE | $7,483 | $3,389+120.8% | $3,848+94.5% | $4,311+73.6% |
| Admin fee / account holder | $630 | $160+292.7% | $6,267-90.0% | $188+235.2% |