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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS Service code 13 · EIN 06-1050034 | Contract Administrator | $100,628 |
Filed as: GLOBAL PORTFOLIO STRATEGIES, INC Service code 28 · EIN 06-1055669 | Investment Management | $50,145 |
GETTRY MARCUS CPA, P.C.1+ years Filed as: GETTRY MARCUS CPA, PC Service code 10 · EIN 13-3418879 | Accounting | $15,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $211,396-100.0% | $313,292-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 4.3%-4.3pp |
| Annual return | -2.00% | -1.29%-0.7pp | -2.79%+0.8pp | 2.81%-4.8pp |
| Employer contribution / active EE | $10,638 | $11,225-5.2% | $39,327-72.9% | $16,358-35.0% |
| Participant deferral / active EE | $0 | $130-100.0% | $351-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $15,115-100.0% | $1,639-100.0% |