Filed October 9, 2018 (most recent of 9 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY Service code 13 · EIN 22-1211670 | Contract Administrator | $9,001,254 |
ALIGHT SOLUTIONS LLC5 years Filed as: ALIGHT ASSOCIATES LLC Service code 15 · EIN 36-2235791 | Recordkeeping | $7,020,399 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $3,293,460 |
NEUBERGER BERMAN1 year Service code 49 · EIN 02-0654486 | Other Services | $514,943 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT Service code 49 · EIN 04-2755549 | Other Services | $430,374 |
BELLWETHER CONSULTING LLC8+ years Filed as: BELLWETHER CONSULTING INC Service code 27 · EIN 22-3784192 | Advisory (Plan) | $264,606 |
WILLIS TOWERS WATSON US LLC4 years Service code 10 · EIN 53-0181291 | Accounting | $167,211 |
DELOITTE & TOUCHE LLP2 years Filed as: DELOITTE Service code 49 · EIN 02-1206115 | Other Services | $148,456 |
MITCHELL & TITUS, LLP3 years Filed as: MITCHELL & TITUS Service code 10 · EIN 13-2781641 | Accounting | $68,500 |
BLACKROCK2 years Service code 49 · EIN 94-3112180 | Other Services | $57,985 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,469,698-100.0% | $788,447-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -11.77% | -15.08%+3.3pp | -3.21%-8.6pp | 7.68%-19.5pp |
| Employer contribution / active EE | $0 | $5,566-100.0% | $46,051-100.0% | $9,142-100.0% |
| Participant deferral / active EE | $0 | $0 | $31-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $46,258-100.0% | $19,323-100.0% |