Filed February 28, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANCE & A Service code 11 · EIN 06-1050034 | Actuarial | $11,800 |
SCHENCK SC1+ years Service code 10 · EIN 39-1173131 | Accounting | $6,225 |
SHERIDAN ROAD ADVISORS LLC1+ years Filed as: HUB INTERNATIONAL MIDWEST LTD Service code 73 · EIN 39-0672425 | Other insurance fees and expenses | $5,496 |
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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 | $211,396-100.0% | $10,105-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 4.3%-4.3pp |
| Annual return | 1.33% | 138.90%-137.6pp | 16.23%-14.9pp | 2.81%-1.5pp |
| Employer contribution / active EE | $19,900 | $16,232+22.6% | $17,605+13.0% | $16,358+21.7% |
| Participant deferral / active EE | $0 | $1,217-100.0% | $237-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $11-100.0% | $1,639-100.0% |