Filed September 13, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $213,855 |
Filed as: CBIZ, INC. Service code 11 · EIN 31-1582098 | Actuarial | $159,675 |
THE SAVITZ ORGANIZATION2+ years Service code 11 · EIN 23-1700844 | Actuarial | $91,000 |
MCCARTER & ENGLISH1 year Service code 29 · EIN 22-1534652 | Legal | $31,558 |
GRANT THORNTON LLP2+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $28,767 |
PORTFOLIO EVALUATIONS, INC.2+ years Service code 28 · EIN 22-3189064 | Investment Management | $24,000 |
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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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 6.42% | 5.09%+1.3pp | 5.00%+1.4pp | 7.18%-0.8pp |
| Employer contribution / active EE | $12,613 | $7,393+70.6% | $35,918-64.9% | $13,095-3.7% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |