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| Provider | Service type | Compensation |
|---|---|---|
LEGAL & GENERAL INVESTMENT3 years Service code 28 · EIN 20-8058531 | Investment Management | $271,164 |
Filed as: PRUDENTIAL BANK & TRUST COMPANY Service code 21 · EIN 58-0513395 | Bank Trustee | $30,195 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $396,305-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.7%-2.7pp | 13.3%-13.3pp | 2.7%-2.7pp |
| Annual return | 3.49% | 8.35%-4.9pp | 78.99%-75.5pp | 8.35%-4.9pp |
| Employer contribution / active EE | $0 | $17,935-100.0% | $29,717-100.0% | $17,935-100.0% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $224-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $3,725-100.0% | $200-100.0% |