Filed August 31, 2022 (most recent of 3 filings on file)
Total covered: 1,021 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT AND INSURANCE Service code 13 · EIN 06-1050034 | Contract Administrator | $125,381 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $62,103 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $75,924-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 52.9%-52.9pp | 0.0%0pp |
| Annual return | 4.30% | 12.86%-8.6pp | 6.78%-2.5pp | 12.86%-8.6pp |
| Employer contribution / active EE | $9,865 | $13,687-27.9% | $28,542-65.4% | $13,687-27.9% |
| Participant deferral / active EE | $0 | $833-100.0% | $763-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,754-100.0% | - |