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 | $4,988,207 |
THE BANK OF NEW YORK MELLON2 years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 22-1442864 | Investment Management | $3,062,575 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $472,519 |
AON CONSULTING1 year Filed as: AON RISK SERVICES SOUTH, INC Service code 22 · EIN 15-6092796 | Insurance Broker | $130,093 |
BENEFITS LAW GROUP3+ years Service code 29 · EIN 58-2277319 | Legal | $97,545 |
ALAN BILLER & ASSOCIATES3+ years Filed as: ALAN D. BILLER & ASSOCIATES Service code 28 · EIN 94-2854958 | Investment Management | $56,954 |
O'DWYER & BERNSTEIN, LLP3+ years Filed as: O'DWYER & BERSTIEN Service code 16 · EIN 13-5286665 | Consulting | $33,057 |
THE SEGAL COMPANY3+ years Filed as: BUCHBINDER TUNICK & COMPANY Service code 10 · EIN 13-1578842 | Accounting | $15,000 |
CICCARELLO, DEL GIUDICE & LAFON3+ years Service code 29 · EIN 55-0711953 | Legal | $8,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $79,306 | $106,972-25.9% | $71,671+10.7% | $80,976-2.1% |
| Participation rate | 28.5% | 64.4%-36.0pp | 68.7%-40.3pp | 68.3%-39.8pp |
| Annual return | 14.39% | 23.84%-9.5pp | 20.65%-6.3pp | 22.91%-8.5pp |
| Employer contribution / active EE | $0 | $4,034-100.0% | $2,460-100.0% | $2,402-100.0% |
| Participant deferral / active EE | $1,295 | $3,800-65.9% | $3,438-62.3% | $3,848-66.4% |
| Admin fee / account holder | $61 | $97-36.5% | $5,558-98.9% | $67-9.1% |