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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RET INS. & ANNUITY CO Service code 18 · EIN 06-1050034 | Direct payment from the plan; Custodi... | $146,285 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $95,196 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFIN SEC Service code 27 · EIN 46-4350797 | Advisory (Plan) | $22,500 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST FIN PART Service code 27 · EIN 26-0058143 | Advisory (Plan) | $11,250 |
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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 | $82,591-100.0% | $186,087-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.8%-37.8pp | 0.8%-0.8pp |
| Annual return | -2.53% | -3.68%+1.1pp | -2.13%-0.4pp | -0.60%-1.9pp |
| Employer contribution / active EE | $22,086 | $13,163+67.8% | $34,127-35.3% | $12,272+80.0% |
| Participant deferral / active EE | $0 | $47-100.0% | $131-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $941-100.0% | $717-100.0% |