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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $93,262 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1835864 | Actuarial | $58,104 |
ZENITH AMERICAN SOLUTIONS6+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $56,140 |
M. J. MINTZ, P.C.6+ years Service code 29 · EIN 27-0134833 | Legal | $49,699 |
GOLDSTEIN AND PRICE, L.C.6+ years Service code 29 · EIN 32-0736088 | Legal | $47,404 |
QUAN-VEST CONSULTANTS, INC.6+ years Filed as: QUAN-VEST CONSULTANTS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $39,861 |
LOOMIS SAYLES6+ years Filed as: LOOMIS, SAYLES & CO Service code 28 · EIN 04-1554520 | Investment Management | $35,816 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $34,873 |
WESTERN ASSET MANAGEMENT COMPANY6+ years Service code 28 · EIN 95-2705767 | Investment Management | $23,279 |
THE SEGAL COMPANY6+ years Filed as: BUCHBINDER TUNICK & CO, LLP Service code 10 · EIN 13-1578842 | Accounting | $16,971 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $20,848-100.0% | $353,945-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 20.8%-20.8pp | 13.5%-13.5pp |
| Annual return | 10.29% | 12.26%-2.0pp | 10.57%-0.3pp | 9.29%+1.0pp |
| Employer contribution / active EE | $0 | $20,182-100.0% | $29,483-100.0% | $15,168-100.0% |
| Participant deferral / active EE | $0 | $23-100.0% | $150-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $81-100.0% | $2,009-100.0% | $2,037-100.0% |