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 | $186,067 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPFINANCIAL PARTNERS LLP Service code 28 · EIN 26-0058143 | Investment Management | $37,500 |
UHY LLP3+ years Service code 10 · EIN 20-0694403 | Accounting | $8,000 |
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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% | $85,985-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 1.9%-1.9pp |
| Annual return | 14.24% | 11.16%+3.1pp | 14.20%0pp | 23.90%-9.7pp |
| Employer contribution / active EE | $13,576 | $17,064-20.4% | $27,968-51.5% | $16,539-17.9% |
| Participant deferral / active EE | $0 | $1,954-100.0% | $576-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $6,028-100.0% | $18,975-100.0% |