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| Provider | Service type | Compensation |
|---|---|---|
PGIM INVESTMENTS1 year Filed as: PGIM QUANTITATIVE SOLUTIONS LLC Service code 28 · EIN 33-1077887 | Investment Management | $1,943,586 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 19 · EIN 22-1211670 | Securities Custodian | $365,158 |
JOSE COLIN7+ years Service code 14 · EIN 36-6155778 | Plan Administrator | $135,354 |
CHEIRON7+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $111,410 |
CHERIE FRANKLIN2 years Service code 30 · EIN 36-6155778 | Employee (plan) | $84,827 |
LEGACY PROFESSIONALS LLP7+ years Service code 10 · EIN 32-0043599 | Accounting | $82,930 |
Filed as: ASHER, GITTLER & D'ALBA Service code 29 · EIN 36-2786883 | Legal | $81,307 |
CJBS, LLC3 years Service code 10 · EIN 36-3524803 | Accounting | $78,995 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $70,000 |
LISA LINDAUER7+ years Filed as: LISA SOWINSKI Service code 30 · EIN 36-6155778 | Employee (plan) | $68,141 |
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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 | $444,552-100.0% | $490,804-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 3.7%-3.7pp |
| Annual return | 13.80% | 14.11%-0.3pp | 14.84%-1.0pp | 15.63%-1.8pp |
| Employer contribution / active EE | $13,552 | $13,673-0.9% | $37,950-64.3% | $11,476+18.1% |
| Participant deferral / active EE | $0 | $1-100.0% | $127-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $1-100.0% | $429-100.0% |