Filed November 6, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP3+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 99 P.O. BOX 151750 · ALEXANDRIA, VA 22315 | Other Fees | $561,444 |
Filed as: PRUDENTIAL RETIREMENT INS AND ANN Service code 21 · EIN 06-1050034 | Bank Trustee | $174,611 |
Service code 28 · EIN 06-1055669 | Investment Management | $39,272 |
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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 | $1,723,788-100.0% | $451,207-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 35.0%-35.0pp | 1.9%-1.9pp |
| Annual return | 14.30% | 23.90%-9.6pp | 8.77%+5.5pp | 23.90%-9.6pp |
| Employer contribution / active EE | $23,544 | $16,539+42.4% | $36,356-35.2% | $16,539+42.4% |
| Participant deferral / active EE | $0 | $350-100.0% | $68-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $3,635-100.0% | $18,975-100.0% |