Filed February 21, 2000 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Service code 11 · EIN 22-2232264 | Actuarial | $920,555 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $131,417 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 | Consulting | $117,306 |
BLACKROCK2+ years Service code 28 · EIN 94-3112180 | Investment Management | $96,059 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET Service code 25 · EIN 04-1867445 | Directed Trustee | $91,991 |
BKD, LLP2+ years Filed as: DIXON HUGHES LLP Service code 10 · EIN 56-0747981 | Accounting | $6,000 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $381,942,733-100.0% | $286,961-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.3%-13.3pp | 0.0%0pp |
| Annual return | 6.97% | 9.19%-2.2pp | 2.61%+4.4pp | 9.19%-2.2pp |
| Employer contribution / active EE | $3,058 | $12,608-75.7% | $24,109-87.3% | $12,608-75.7% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $17-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $148-100.0% | $2,655,710-100.0% |