Filed April 13, 2007 (most recent of 3 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 | $788,196 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $200,004 |
ENTERPRISE BANK & TRUST1 year Filed as: FINANCIAL FINESSE ENTERPRISE LLC Service code 49 · EIN 83-1757548 | Other Services | $75,000 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $41,354 |
FINANCIAL SOUNDINGS LLC1 year Service code 38 · EIN 20-0193152 | Participant Communication | $37,324 |
Service code 15 · EIN 04-3523567 | Recordkeeping | $0 |
Filed as: PRUDENTIAL INSURANCE CO Service code 99 · EIN 22-1211670 | Other Fees | $0 |
Filed as: PRUDENTIAL TRUST CO Service code 52 · EIN 23-6994310 | Indirect Investment Fees | $0 |
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 | $197,337 | $110,699+78.3% | $177,839+11.0% | $90,274+118.6% |
| Participation rate | 100.0% | 88.3%+11.7pp | 87.7%+12.3pp | 73.4%+26.6pp |
| Annual return | 14.24% | 22.79%-8.5pp | 48.33%-34.1pp | 53.97%-39.7pp |
| Employer contribution / active EE | $10,878 | $4,118+164.1% | $5,919+83.8% | $2,523+331.1% |
| Participant deferral / active EE | $6,832 | $6,731+1.5% | $7,714-11.4% | $4,231+61.5% |
| Admin fee / account holder | $187 | $90+108.3% | $12,432-98.5% | $114+64.4% |