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| Provider | Service type | Compensation |
|---|---|---|
PGIM INVESTMENTS10+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 52-2069785 | Investment Management | $152,533 |
Filed as: SVB PRIVATE INVESTMENT Service code 28 · EIN 04-3068999 | Investment Management | $67,134 |
MILLIMAN, INC.10+ years Service code 11 · EIN 91-0675641 | Actuarial | $65,197 |
NOTTINGHAM ADVISORS2 years Filed as: NOTTINGHAM TRUST Service code 21 · EIN 16-1213679 | Bank Trustee | $43,847 |
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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 | $24,265-100.0% | $256,363-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 34.2%-34.2pp | 10.4%-10.4pp |
| Annual return | 12.59% | 9.36%+3.2pp | 5.46%+7.1pp | 9.31%+3.3pp |
| Employer contribution / active EE | $0 | $16,968-100.0% | $28,604-100.0% | $13,179-100.0% |
| Participant deferral / active EE | $1,631 | $108+1408.8% | $20+8157.2% | $193+746.3% |
| Admin fee / account holder | $0 | $4,785-100.0% | $6,551-100.0% | $4,785-100.0% |