Filed March 13, 2023 (most recent of 8 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LEGAL & GENERAL AMERICA, INC. Service code 28 · EIN 52-1236150 | Investment Management | $403,682 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $46,226 |
Service code 28 · EIN 13-4021938 | Investment Management | $28,881 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST CO. Service code 19 · EIN 71-0968336 | Securities Custodian | $7,025 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 14.80% | 33.70%-18.9pp | 14.64%+0.2pp | 53.27%-38.5pp |
| Employer contribution / active EE | $23,438 | $14,473+61.9% | $41,831-44.0% | $14,774+58.6% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |