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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL TRUST CO Service code 28 · EIN 23-6994310 | Investment Management | $165,372 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $151,915 |
ALA LOCAL 1L4+ years Service code 12 · EIN 13-4926470 | Investment management fees paid direc... | $119,682 |
Filed as: QUANTITATIVE MANAGEMENT ASSOC LLC Service code 27 · EIN 33-1077887 | Advisory (Plan) | $101,458 |
QUAN-VEST CONSULTANTS, INC.4+ years Filed as: QUAN-VEST CONSULTANTS INC Service code 27 · EIN 11-2559669 | Advisory (Plan) | $58,500 |
FIRST ACTUARIAL CONSULTING, INC.4+ years Filed as: FIRST ACTUARIAL CONSULTING INC Service code 11 · EIN 26-3842522 | Actuarial | $40,526 |
COHEN & STEERS2 years Filed as: COHEN, WEISS & SIMON Service code 29 · EIN 13-1592323 | Legal | $33,093 |
INTECH INVESTMENT MANAGEMENT LLC4+ years Filed as: INTECH INVESTMENT MANAGEMENT Service code 28 · EIN 01-0614895 | Investment Management | $30,012 |
ROGOFF & COMPANY PC4+ years Service code 10 · EIN 13-2688836 | Accounting | $26,000 |
INVESCO4+ years Service code 51 · EIN 58-2287224 | Investment Mgmt Fees | $11,147 |
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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 | $70,499-100.0% | $50,635-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 6.0%-6.0pp | 47.3%-47.3pp |
| Annual return | 3.81% | 10.98%-7.2pp | 18.06%-14.3pp | 12.16%-8.4pp |
| Employer contribution / active EE | $10,304 | $48,856-78.9% | $30,411-66.1% | $44,747-77.0% |
| Participant deferral / active EE | $0 | $0-100.0% | $40-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $2,698-100.0% | $1,675-100.0% | $17,640-100.0% |