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 | $5,435,593 |
THE BANK OF NEW YORK MELLON3 years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-1442864 | Investment Management | $2,741,155 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $527,448 |
ALAN BILLER & ASSOCIATES4+ years Filed as: ALAN D. BILLER & ASSOCIATES Service code 27 · EIN 94-2854958 | Advisory (Plan) | $111,308 |
O'DWYER & BERNSTEIN, LLP1 year Filed as: O'DWYER & BERNSTIEN Service code 16 · EIN 13-5286665 | Consulting | $32,947 |
BENEFITS LAW GROUP4+ years Service code 29 · EIN 58-2277316 | Legal | $22,265 |
CICCARELLO, DEL GIUDICE & LAFON4+ years Service code 29 · EIN 55-0711953 | Legal | $7,800 |
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 | $70,798 | $96,540-26.7% | $67,313+5.2% | $73,367-3.5% |
| Participation rate | 28.5% | 65.8%-37.3pp | 69.1%-40.6pp | 69.5%-41.0pp |
| Annual return | -5.12% | -4.11%-1.0pp | -4.08%-1.0pp | 173.45%-178.6pp |
| Employer contribution / active EE | $0 | $4,087-100.0% | $2,566-100.0% | $2,499-100.0% |
| Participant deferral / active EE | $1,340 | $3,965-66.2% | $3,568-62.5% | $4,033-66.8% |
| Admin fee / account holder | $59 | $100-40.6% | $4,507-98.7% | $68-13.4% |