Filed February 28, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANCE &AN Service code 11 · EIN 06-1050034 | Actuarial | $17,300 |
SHERIDAN ROAD ADVISORS LLC3+ years Filed as: HUB INTERNATIONAL MIDWEST LTD Service code 73 · EIN 39-0672425 | Other insurance fees and expenses | $9,133 |
SCHENCK SC3+ years Service code 10 · EIN 39-1173131 | Accounting | $6,635 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $44,091-100.0% | $9,655,338-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 4.5%-4.5pp |
| Annual return | 18.05% | 13.07%+5.0pp | 11.12%+6.9pp | 13.95%+4.1pp |
| Employer contribution / active EE | $0 | $15,406-100.0% | $22,651-100.0% | $16,598-100.0% |
| Participant deferral / active EE | $0 | $685-100.0% | $198-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $57,986-100.0% | $612-100.0% |