Filed August 20, 2012
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.
| Provider | Service type | Compensation |
|---|---|---|
NUVEEN3+ years Filed as: NUVEEN ASSET MANAGEMENT Service code 28 · EIN 27-4357327 | Investment Management | $260,905 |
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 11 · EIN 06-1050034 | Actuarial | $142,544 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,558-100.0% | $98,614-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 8.8%-8.8pp | 1.8%-1.8pp |
| Annual return | 8.13% | -1.21%+9.3pp | -0.41%+8.5pp | 0.19%+7.9pp |
| Employer contribution / active EE | $7,263 | $10,104-28.1% | $15,396-52.8% | $13,763-47.2% |
| Participant deferral / active EE | $724 | $121+500.0% | $26+2712.5% | $804-9.9% |
| Admin fee / account holder | $0 | $803-100.0% | $2,970-100.0% | $426-100.0% |