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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS&ANNUITYCO Service code 15 · EIN 06-1050034 | Recordkeeping | $99,367 |
COOK STREET CONSULTING2 years Filed as: COOK STREET CONSULTING, INC Service code 27 5299 DTC BLVD. · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $10,352 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $95,044-100.0% | $54,060-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 8.4%-8.4pp |
| Annual return | 13.02% | 134.79%-121.8pp | 36.37%-23.3pp | 18.35%-5.3pp |
| Employer contribution / active EE | $19,082 | $12,114+57.5% | $37,223-48.7% | $14,669+30.1% |
| Participant deferral / active EE | $0 | $107-100.0% | $524-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $568-100.0% | $9,141-100.0% |