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 |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $65,364 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $55,000 |
PRIAC1 year Service code 15 · EIN 06-1050034 | Recordkeeping | $48,628 |
MOORE GRIDER & COMPANY2 years Filed as: MOORE GRIDER Service code 10 · EIN 94-2191284 | Accounting | $17,290 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Service code 15 | Recordkeeping | $0 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,381 | $144,879-3.1% | $111,303+26.1% | $93,010+50.9% |
| Participation rate | 96.9% | 86.1%+10.8pp | 77.3%+19.6pp | 73.9%+23.0pp |
| Annual return | 11.79% | 18.11%-6.3pp | 54.66%-42.9pp | 158.70%-146.9pp |
| Employer contribution / active EE | $3,694 | $3,052+21.0% | $2,731+35.3% | $2,705+36.6% |
| Participant deferral / active EE | $6,885 | $5,576+23.5% | $4,487+53.4% | $4,561+50.9% |
| Admin fee / account holder | $107 | $104+3.8% | $7,966-98.7% | $152-29.2% |