Filed April 24, 2008
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 27 · EIN 20-8532658 | Advisory (Plan) | $72,000 |
Filed as: ARTHUR J. GALLAGHER & CO. Service code 49 · EIN 94-3015711 | Other Services | $51,795 |
Filed as: RETIREMENT BENEFITS GROUP, LLC Service code 49 · EIN 26-4836126 | Other Services | $50,400 |
Service code 10 · EIN 43-1947695 | Accounting | $39,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $34,225 |
Service code 29 · EIN 94-1311126 | Legal | $24,516 |
Service code 49 · EIN 59-5933314 | Other Services | $12,723 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $220 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,862 | $88,730+73.4% | $82,312+86.9% | $77,958+97.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 76.9%+23.1pp | 71.6%+28.4pp |
| Annual return | 14.41% | 20.88%-6.5pp | 25.88%-11.5pp | 20.87%-6.5pp |
| Employer contribution / active EE | $5,446 | $2,758+97.4% | $2,428+124.2% | $2,310+135.7% |
| Participant deferral / active EE | $7,941 | $4,634+71.4% | $3,706+114.3% | $3,537+124.5% |
| Admin fee / account holder | $144 | $74+94.1% | $5,608-97.4% | $97+47.4% |