Filed June 6, 2002 (most recent of 2 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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $693,040 |
ARC EXPRESS & SURPLUS, LLC8+ years Service code 23 · EIN 11-3367953 | Insurance services | $220,901 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $133,115 |
Service code 29 · EIN 41-0244008 | Legal | $123,298 |
MILLER KAPLAN ARASE LLP2 years Filed as: MILLER, KAPLAN, ARASE, & CO., LLP Service code 10 · EIN 95-2036255 | Accounting | $17,350 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 99 · EIN 22-1211670 | Other Fees | $0 |
Filed as: PRUDENTIAL TRUST CO. Service code 52 · EIN 23-6994310 | Indirect Investment Fees | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,858 | $51,785+44.6% | $112,270-33.3% | $89,433-16.3% |
| Participation rate | 100.0% | 82.2%+17.8pp | 75.1%+24.9pp | 71.3%+28.7pp |
| Annual return | -21.37% | -11.06%-10.3pp | 27.49%-48.9pp | -11.88%-9.5pp |
| Employer contribution / active EE | $3,597 | $3,782-4.9% | $3,635-1.0% | $3,021+19.1% |
| Participant deferral / active EE | $9,297 | $3,425+171.5% | $4,729+96.6% | $5,125+81.4% |
| Admin fee / account holder | $79 | $102-21.8% | $6,411-98.8% | $79+0.1% |