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 |
|---|---|---|
NUVEEN7+ years Filed as: NUVEEN ASSET MANAGEMENT Service code 28 · EIN 27-4357327 | Investment Management | $272,412 |
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 11 · EIN 06-1050034 | Actuarial | $198,272 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $75,030-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 0.0%0pp |
| Annual return | -17.97% | 62.64%-80.6pp | -2.63%-15.3pp | 2.78%-20.7pp |
| Employer contribution / active EE | $4,513 | $9,627-53.1% | $29,813-84.9% | $15,276-70.5% |
| Participant deferral / active EE | $944 | $257+267.9% | $8+11137.0% | $691+36.5% |
| Admin fee / account holder | $0 | $1,015-100.0% | $838-100.0% | $1,015-100.0% |