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| Provider | Service type | Compensation |
|---|---|---|
PGIM INVESTMENTS2 years Filed as: PGIM QUANTITATIVE SOLUTIONS LLC Service code 28 · EIN 33-1077887 | Investment Management | $1,790,232 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 19 · EIN 22-1211670 | Securities Custodian | $717,381 |
JOSE COLIN8+ years Service code 14 · EIN 36-6155778 | Plan Administrator | $158,210 |
CHEIRON8+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $112,511 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $105,965 |
CHERIE FRANKLIN3 years Service code 30 · EIN 36-6155778 | Employee (plan) | $94,674 |
Filed as: ASHER, GITTLER & D'ALBA Service code 29 · EIN 36-2786883 | Legal | $91,957 |
LISA LINDAUER8+ years Filed as: LISA SOWINSKI Service code 30 · EIN 36-6155778 | Employee (plan) | $85,626 |
CJBS, LLC4 years Service code 10 · EIN 36-3524803 | Accounting | $81,540 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $70,000 |
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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 | $2,456,633-100.0% | - | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 0.0%0pp | 1.5%-1.5pp |
| Annual return | -12.17% | -13.54%+1.4pp | 22.50%-34.7pp | 23.41%-35.6pp |
| Employer contribution / active EE | $14,662 | $14,842-1.2% | $33,849-56.7% | $12,650+15.9% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | - | $14,884-100.0% |