Filed February 28, 2023 (most recent of 3 filings on file)
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: PRUDENTIAL RETIREMENT INSURANCE &AN Service code 11 · EIN 06-1050034 | Actuarial | $34,400 |
SHERIDAN ROAD ADVISORS LLC2+ years Filed as: HUB INTERNATIONAL MIDWEST LTD Service code 73 · EIN 39-0672425 | Other insurance fees and expenses | $8,279 |
SCHENCK SC2+ years Service code 10 · EIN 39-1173131 | Accounting | $6,435 |
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 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 | $49,677-100.0% | $14,339-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.0%-17.0pp | 3.6%-3.6pp |
| Annual return | 8.15% | 6.68%+1.5pp | 1.15%+7.0pp | 11.88%-3.7pp |
| Employer contribution / active EE | $27,434 | $17,550+56.3% | $26,339+4.2% | $14,612+87.7% |
| Participant deferral / active EE | $0 | $1,230-100.0% | $178-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $3,605-100.0% | $637-100.0% |