Filed December 16, 2016 (most recent of 4 filings on file)
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 INSURANCE Service code 13 · EIN 06-1050034 | Contract Administrator | $4,147,450 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL RECORDS Service code 28 · EIN 22-1442864 | Investment Management | $2,292,961 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $453,152 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 53 · EIN 56-0927967 | Insurance Commissions | $130,116 |
BENEFITS LAW GROUP1+ years Service code 29 · EIN 58-2277319 | Legal | $117,102 |
ALAN BILLER & ASSOCIATES1+ years Filed as: ALAN D. BILLER & ASSOCIATES Service code 28 · EIN 94-2854958 | Investment Management | $69,726 |
O'DWYER & BERNSTEIN, LLP1+ years Filed as: O'DWYER & BERSTIEN Service code 16 · EIN 13-5286665 | Consulting | $49,087 |
CICCARELLO, DEL GIUDICE & LAFON1+ years Service code 29 · EIN 55-0711953 | Legal | $15,400 |
THE SEGAL COMPANY1+ years Filed as: BUCHBINDER TUNICK & COMPANY Service code 10 · EIN 13-1578842 | Accounting | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,075 | $84,728-18.5% | $60,547+14.1% | $69,651-0.8% |
| Participation rate | 30.4% | 63.7%-33.4pp | 68.0%-37.6pp | 66.6%-36.2pp |
| Annual return | -0.28% | -1.91%+1.6pp | 335.64%-335.9pp | 53.77%-54.1pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,419-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,287 | $3,056-57.9% | $3,328-61.3% | $3,635-64.6% |
| Admin fee / account holder | $56 | $74-24.5% | $4,536-98.8% | $63-11.6% |