Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $155,370 |
ALA LOCAL 1L1+ years Service code 12 · EIN 13-4926470 | Direct payment from the plan; Claims ... | $125,859 |
Filed as: PRUDENTIAL TRUST CO Service code 28 · EIN 23-6994310 | Investment Management | $109,845 |
Filed as: QUANTITATIVE MANAGEMENT ASSOC LLC Service code 27 · EIN 33-1077887 | Advisory (Plan) | $101,689 |
INTECH INVESTMENT MANAGEMENT LLC1+ years Filed as: INTECH INVESTMENT MANAGEMENT Service code 28 · EIN 01-0614895 | Investment Management | $97,275 |
ENTRUST PARTNERS OFFSHORE LP1+ years Service code 28 · EIN 90-0644478 | Investment Management | $94,166 |
QUAN-VEST CONSULTANTS, INC.1+ years Filed as: QUAN-VEST CONSULTANTS INC Service code 27 · EIN 11-2559669 | Advisory (Plan) | $58,500 |
INVESCO1+ years Service code 51 · EIN 58-2287224 | Investment Mgmt Fees | $45,700 |
KENNEDY CAPITAL MANAGEMENT1+ years Filed as: KENNEDY, JENNIK & MURRAY, P.C. Service code 29 · EIN 25-1919594 | Legal | $40,629 |
FIRST ACTUARIAL CONSULTING, INC.1+ years Filed as: FIRST ACTUARIAL CONSULTING INC Service code 11 · EIN 26-3842522 | Actuarial | $40,500 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $23,094-100.0% | $169,917-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 10.7%-10.7pp | 10.3%-10.3pp | 12.6%-12.6pp |
| Annual return | 9.55% | 4.80%+4.7pp | 7.98%+1.6pp | 4.56%+5.0pp |
| Employer contribution / active EE | $3,820 | $12,906-70.4% | $23,724-83.9% | $15,526-75.4% |
| Participant deferral / active EE | $0 | $25-100.0% | $53-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $636-100.0% | $1,711-100.0% |