Filed January 6, 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 |
|---|---|---|
MOORE GRIDER & COMPANY5+ years Service code 10 · EIN 94-2191284 | Accounting | $33,500 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $15,331 |
Service code 15 | Recordkeeping | $0 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 33 · EIN 34-1542819 | Securities brokerage commissions and ... | $0 |
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 | $116,901 | $105,173+11.2% | $87,103+34.2% | $77,775+50.3% |
| Participation rate | 96.0% | 85.8%+10.2pp | 76.9%+19.1pp | 73.2%+22.8pp |
| Annual return | 21.41% | 24.52%-3.1pp | 28.19%-6.8pp | 32.58%-11.2pp |
| Employer contribution / active EE | $3,603 | $2,890+24.6% | $2,521+42.9% | $2,504+43.9% |
| Participant deferral / active EE | $6,445 | $5,048+27.7% | $4,049+59.2% | $3,966+62.5% |
| Admin fee / account holder | $33 | $105-68.8% | $7,491-99.6% | $100-67.4% |