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 14 · EIN 06-1050034 | Plan Administrator | $7,704,449 |
Filed as: MELLON INVESTMENTS Service code 28 · EIN 25-1442864 | Investment Management | $3,218,947 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $662,443 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 27 · EIN 36-3297908 | Advisory (Plan) | $232,993 |
ALAN BILLER & ASSOCIATES7+ years Filed as: ALAN D. BILLER & ASSOCIATES Service code 23 · EIN 94-2854958 | Direct payment from the plan; Legal; ... | $89,325 |
Filed as: QDRO BENEFITS FIRM, SUSAN L. DUBROF Service code 29 · EIN 84-2015520 | Legal | $88,480 |
O'DWYER & BERNSTEIN, LLP4 years Filed as: O'DWYER & BERNSTIEN Service code 29 · EIN 13-5286665 | Legal | $47,712 |
CICCARELLO, DEL GIUDICE & LAFON7+ years Service code 29 · EIN 55-0711953 | Legal | $27,200 |
THE SEGAL COMPANY3 years Filed as: BUCHBINDER TUNICK & COMPANY, LLP Service code 10 · EIN 13-1578842 | Accounting | $22,690 |
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 | $89,706 | $130,338-31.2% | $85,708+4.7% | $106,520-15.8% |
| Participation rate | 29.6% | 64.6%-35.0pp | 69.9%-40.3pp | 71.3%-41.7pp |
| Annual return | 17.73% | 14.40%+3.3pp | 21.49%-3.8pp | 19.28%-1.6pp |
| Employer contribution / active EE | $0 | $3,864-100.0% | $2,618-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $1,598 | $4,160-61.6% | $3,922-59.3% | $4,948-67.7% |
| Admin fee / account holder | $53 | $114-53.4% | $6,876-99.2% | $75-28.8% |