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 | $533,150 |
Filed as: CBIZ Service code 11 · EIN 31-1582098 | Actuarial | $219,695 |
PORTFOLIO EVALUATIONS, INC.7+ years Service code 28 · EIN 22-3189064 | Investment Management | $31,250 |
GRANT THORNTON LLP7+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $25,725 |
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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 | $1,472,696-100.0% | $227,282-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.7%-0.7pp |
| Annual return | 12.85% | 9.72%+3.1pp | 10.75%+2.1pp | 13.24%-0.4pp |
| Employer contribution / active EE | $19,427 | $10,988+76.8% | $35,170-44.8% | $14,616+32.9% |
| Participant deferral / active EE | $0 | $822-100.0% | $82-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $4,611-100.0% | $4,137-100.0% |