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 | $4,411,225 |
Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 22-1442864 | Investment Management | $2,722,463 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $354,675 |
AON CONSULTING2+ years Filed as: AON HEWITT Service code 53 · EIN 56-0927967 | Insurance Commissions | $130,093 |
BENEFITS LAW GROUP2+ years Service code 29 · EIN 58-2277319 | Legal | $99,695 |
ALAN BILLER & ASSOCIATES2+ years Filed as: ALAN D. BILLER & ASSOCIATES Service code 28 · EIN 94-2854958 | Investment Management | $54,366 |
O'DWYER & BERNSTEIN, LLP2+ years Filed as: O'DWYER & BERSTIEN Service code 16 · EIN 13-5286665 | Consulting | $27,358 |
CICCARELLO, DEL GIUDICE & LAFON2+ years Service code 29 · EIN 55-0711953 | Legal | $13,400 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 28 · EIN 36-3297908 | Investment Management | $12,732 |
THE SEGAL COMPANY2+ years Filed as: BUCHBINDER TUNICK & COMPANY Service code 10 · EIN 13-1578842 | Accounting | $7,842 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,778 | $93,789-21.3% | $67,836+8.8% | $329,111-77.6% |
| Participation rate | 28.6% | 65.9%-37.3pp | 68.8%-40.2pp | 67.9%-39.3pp |
| Annual return | 9.72% | 17.51%-7.8pp | 138.49%-128.8pp | 16.35%-6.6pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,404-100.0% | $2,303-100.0% |
| Participant deferral / active EE | $1,236 | $3,663-66.3% | $3,160-60.9% | $3,682-66.4% |
| Admin fee / account holder | $59 | $82-28.4% | $4,621-98.7% | $754-92.2% |