Filed September 13, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE SAVITZ ORGANIZATION1+ years Service code 11 · EIN 23-1700844 | Actuarial | $386,065 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $266,901 |
PORTFOLIO EVALUATIONS, INC.1+ years Service code 28 · EIN 22-3189064 | Investment Management | $36,000 |
GRANT THORNTON LLP1+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $15,137 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $219,333-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.8%-0.8pp |
| Annual return | 2.05% | -0.96%+3.0pp | -2.01%+4.1pp | -0.60%+2.7pp |
| Employer contribution / active EE | $12,307 | $6,828+80.2% | $34,453-64.3% | $12,272+0.3% |
| Participant deferral / active EE | $0 | $232-100.0% | $34-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $5,362-100.0% | $717-100.0% |