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 | $881,461 |
Filed as: CBIZ Service code 11 · EIN 31-1582098 | Actuarial | $76,839 |
Filed as: CAPTRUST Service code 28 · EIN 56-1984030 | Investment Management | $25,000 |
PNC BANK, N.A.1 year Filed as: PNC Service code 28 · EIN 22-1146430 | Investment Management | $10,428 |
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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 | $3,299,877-100.0% | $247,553-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 2.3%-2.3pp |
| Annual return | 14.22% | 18.04%-3.8pp | 32.33%-18.1pp | 37.77%-23.5pp |
| Employer contribution / active EE | $22,305 | $10,357+115.4% | $33,964-34.3% | $15,798+41.2% |
| Participant deferral / active EE | $0 | $180-100.0% | $43-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,141-100.0% | $9,287-100.0% |