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 | $104,141 |
NUVEEN3+ years Filed as: NUVEEN ASSET MANAGEMENT Service code 28 · EIN 27-4357327 | Investment Management | $96,784 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 340 MADISON AVE 20TH FLOOR · NEW YORK, NY 10173 | Advisory (Plan) | $5,156 |
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 | $44,091-100.0% | $107,664-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 4.5%-4.5pp |
| Annual return | 15.68% | 12.12%+3.6pp | 337.46%-321.8pp | 13.95%+1.7pp |
| Employer contribution / active EE | $12,404 | $13,419-7.6% | $20,191-38.6% | $16,598-25.3% |
| Participant deferral / active EE | $0 | $14-100.0% | $30-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $1,663-100.0% | $612-100.0% |