Filed March 28, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL TRUST CO./JENNISON Service code 28 · EIN 23-6994310 | Investment Management | $142,051 |
DELOITTE & TOUCHE LLP3 years Service code 10 · EIN 13-3891517 | Accounting | $138,383 |
TEMPO HOLDING COMPANY, LLC2 years Service code 16 · EIN 82-1061233 | Consulting | $118,198 |
USI CONSULTING GROUP2 years Filed as: USI CONSULTING GROUP, INC. Service code 49 · EIN 06-1053228 | Other Services | $44,120 |
THE BANK OF NEW YORK MELLON6 years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Trustee... | $38,770 |
CALLAN ASSOCIATES2 years Filed as: CALLAN HOLDINGS INC Service code 16 · EIN 82-2748926 | Consulting | $10,454 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,098,847-100.0% | $454,052-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 18.4%-18.4pp | 0.7%-0.7pp |
| Annual return | 8.69% | 11.84%-3.1pp | 8.95%-0.3pp | 13.24%-4.5pp |
| Employer contribution / active EE | $0 | $12,426-100.0% | $46,559-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $131-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $3,320-100.0% | $19,831-100.0% | $4,137-100.0% |