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 |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 11 · EIN 06-1050034 | Actuarial | $158,320 |
NUVEEN8+ years Filed as: NUVEEN ASSET MANAGEMENT Service code 28 · EIN 27-4357327 | Investment Management | $54,815 |
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 | $3,299,877-100.0% | $101,802-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 2.3%-2.3pp |
| Annual return | 11.46% | 8.08%+3.4pp | 9.51%+2.0pp | 37.77%-26.3pp |
| Employer contribution / active EE | $10,178 | $9,541+6.7% | $23,377-56.5% | $15,798-35.6% |
| Participant deferral / active EE | $1,037 | $616+68.3% | $14+7526.7% | $732+41.6% |
| Admin fee / account holder | $0 | $9,287-100.0% | $769-100.0% | $9,287-100.0% |