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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS Service code 13 · EIN 06-1050034 | Contract Administrator | $101,298 |
Filed as: GLOBAL PORTFOLIO STRATEGIES, INC Service code 28 · EIN 06-1055669 | Investment Management | $47,016 |
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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 | $49,677-100.0% | $322,681-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 3.6%-3.6pp |
| Annual return | 7.64% | 5.03%+2.6pp | 4.07%+3.6pp | 11.88%-4.2pp |
| Employer contribution / active EE | $22,727 | $9,989+127.5% | $36,235-37.3% | $14,612+55.5% |
| Participant deferral / active EE | $0 | $45-100.0% | $215-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $7,128-100.0% | $637-100.0% |