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 | $787,898 |
Filed as: CBIZ Service code 11 · EIN 31-1582098 | Actuarial | $183,041 |
GRANT THORNTON LLP8+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $27,011 |
PORTFOLIO EVALUATIONS, INC.8+ years Service code 28 · EIN 22-3189064 | Investment Management | $25,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $267,477-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 0.0%0pp |
| Annual return | -13.98% | -10.35%-3.6pp | -38.86%+24.9pp | 2.78%-16.8pp |
| Employer contribution / active EE | $34,722 | $8,768+296.0% | $37,756-8.0% | $15,276+127.3% |
| Participant deferral / active EE | $0 | $174-100.0% | $16-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $16,942-100.0% | $1,015-100.0% |