Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 28 · EIN 22-1211670 | Investment Management | $163,525 |
SYSTEMATIC FINANCIAL MANAGEMENT1+ years Filed as: SYSTEMATIC FINANCIAL MGMT, L.P. Service code 28 · EIN 22-3367558 | Investment Management | $115,459 |
FRANK M. VACCARO & ASSOCIATES1+ years Service code 13 · EIN 23-2148108 | Contract Administrator | $79,342 |
FOUNDRY PARTNERS1+ years Service code 28 · EIN 46-1184506 | Investment Management | $68,436 |
C.S. MCKEE, L.P.1+ years Service code 28 · EIN 25-1900687 | Investment Management | $67,152 |
THE BOGDAHN GROUP1+ years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $53,700 |
WINSLOW CAPITAL MANAGEMENT1+ years Filed as: WINSLOW CAPITAL MGMT Service code 28 4720 IDS TOWER · MINNEAPOLIS, MN 55402 | Investment Management | $52,849 |
JOHNSTON ASSET MANAGEMENT1+ years Service code 28 ONE LANDMARK SQUARE · STAMFORD, CT 06901 | Investment Management | $52,428 |
PNC BANK, N.A.1+ years Filed as: PNC BANK NA Service code 19 · EIN 25-1197336 | Securities Custodian | $40,122 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $38,122 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | 0.11% | 0.68%-0.6pp | -1.61%+1.7pp | -0.60%+0.7pp |
| Employer contribution / active EE | $18,073 | $10,568+71.0% | $30,840-41.4% | $12,272+47.3% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |