Filed August 6, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 12 · EIN 06-1050034 | Claims processing | $157,972 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNERS LLP Service code 28 · EIN 26-0058143 | Investment Management | $22,500 |
UHY LLP1+ years Service code 10 · EIN 20-0694403 | Accounting | $19,354 |
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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 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% | $253,870-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.8%-0.8pp |
| Annual return | -2.82% | -1.11%-1.7pp | -1.10%-1.7pp | -0.60%-2.2pp |
| Employer contribution / active EE | $7,451 | $11,820-37.0% | $27,248-72.7% | $12,272-39.3% |
| Participant deferral / active EE | $0 | $1,534-100.0% | $105-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $702,575-100.0% | $717-100.0% |