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 | $134,913 |
DELOITTE & TOUCHE LLP4 years Service code 10 · EIN 13-3891517 | Accounting | $134,034 |
TEMPO HOLDING COMPANY, LLC3 years Service code 16 · EIN 82-1061233 | Consulting | $86,636 |
USI CONSULTING GROUP3 years Filed as: USI CONSULTING GROUP, INC. Service code 49 · EIN 06-1053228 | Other Services | $47,847 |
CALLAN ASSOCIATES3 years Filed as: CALLAN HOLDINGS INC Service code 16 · EIN 82-2748926 | Consulting | $10,645 |
THE BANK OF NEW YORK MELLON7 years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $9,584 |
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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 | $164,233-100.0% | $788,447-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -12.93% | 38.53%-51.5pp | -3.21%-9.7pp | 2.78%-15.7pp |
| Employer contribution / active EE | $0 | $14,659-100.0% | $46,051-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $326-100.0% | $31-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $46,258-100.0% | $1,015-100.0% |