Filed January 18, 2018 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRIAC1 year Service code 14 · EIN 06-1050034 | Plan Administrator | $41,315 |
Service code 16 · EIN 20-8532658 | Consulting | $38,145 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 13 · EIN 22-1211670 | Contract Administrator | $35,526 |
Filed as: HOLTHOUSE CARLIN & VANTRIGT LLP Service code 10 · EIN 95-4345526 | Accounting | $7,595 |
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 | $80,779 | $56,095+44.0% | $178,510-54.7% | $90,274-10.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 81.9%+18.1pp | 73.4%+26.6pp |
| Annual return | 20.21% | 28.81%-8.6pp | 151.13%-130.9pp | 53.97%-33.8pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $9,927 | $2,669+272.0% | $5,202+90.8% | $4,231+134.7% |
| Admin fee / account holder | $88 | $101-12.9% | $13,988-99.4% | $114-23.2% |