Filed August 9, 2013 (most recent of 5 filings on file)
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 | $34,853 |
CROWE LLP1+ years Filed as: CROWE HORWATH, LLC Service code 10 · EIN 35-0921680 | Accounting | $31,500 |
BENEFITS FUNDING SERVICES GROUP1+ years Service code 16 · EIN 20-8532658 | Consulting | $20,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,971 | $75,760-16.9% | $123,105-48.8% | $59,188+6.4% |
| Participation rate | 95.6% | 86.0%+9.5pp | 86.8%+8.8pp | 69.4%+26.2pp |
| Annual return | 3.86% | 2.93%+0.9pp | 13.22%-9.4pp | 5.51%-1.7pp |
| Employer contribution / active EE | $2,509 | $3,415-26.5% | $5,151-51.3% | $2,098+19.6% |
| Participant deferral / active EE | $6,163 | $5,000+23.3% | $6,229-1.1% | $3,265+88.8% |
| Admin fee / account holder | $29 | $61-51.7% | $9,014-99.7% | $92-68.2% |