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 |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 13 · EIN 22-1211670 | Contract Administrator | $409,884 |
Service code 27 · EIN 20-8532658 | Advisory (Plan) | $48,000 |
MAYER HOFFMAN MCCANN P.C.2 years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $41,475 |
Service code 29 · EIN 94-1311126 | Legal | $7,201 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,009 | $144,879+31.1% | $111,319+70.7% | $93,010+104.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 77.3%+22.7pp | 73.9%+26.1pp |
| Annual return | 20.50% | 18.11%+2.4pp | 54.68%-34.2pp | 158.70%-138.2pp |
| Employer contribution / active EE | $5,933 | $3,052+94.4% | $2,732+117.2% | $2,705+119.3% |
| Participant deferral / active EE | $9,658 | $5,576+73.2% | $4,488+115.2% | $4,561+111.8% |
| Admin fee / account holder | $332 | $104+220.5% | $7,966-95.8% | $152+118.7% |