Filed November 6, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP1+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 99 PO BOX 151750 · ALEXANDRIA, VA 223151750 | Other Fees | $501,993 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 21 · EIN 06-1050034 | Bank Trustee | $163,439 |
Service code 28 · EIN 06-1055669 | Investment Management | $38,603 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $82,591-100.0% | $154,906-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 21.1%-21.1pp | 0.8%-0.8pp |
| Annual return | -0.77% | -0.60%-0.2pp | -0.22%-0.6pp | -0.60%-0.2pp |
| Employer contribution / active EE | $4,459 | $12,272-63.7% | $35,165-87.3% | $12,272-63.7% |
| Participant deferral / active EE | $0 | $416-100.0% | $80-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $4,675-100.0% | $717-100.0% |