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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE ADVISOR GROUP LLC2+ years Filed as: PRIVATE CAPITAL MANAGEMENT Service code 51 · EIN 59-3654603 8889 PELICAN BAY BLVD, #500 · NAPLES, FL 34108 | Investment Mgmt Fees | $51,155 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 13 · EIN 06-1050034 289 TRUMBULL STREET · HARTFORD, CT 06103 | Contract Administrator | $49,017 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $169,917-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 3.6%-3.6pp |
| Annual return | 7.03% | 7.64%-0.6pp | 7.98%-0.9pp | 11.88%-4.8pp |
| Employer contribution / active EE | $0 | $10,406-100.0% | $23,724-100.0% | $14,612-100.0% |
| Participant deferral / active EE | $0 | $130-100.0% | $53-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $636-100.0% | $637-100.0% |