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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS CO Service code 28 · EIN 06-1050034 | Investment Management | $23,714 |
Filed as: MASS MUTUAL FINANCIAL GROUP Service code 21 · EIN 04-1590850 | Bank Trustee | $18,164 |
Filed as: GLOBAL PORTFOLIO STRATEGIES, INC Service code 49 · EIN 06-1055669 | Other Services | $5,066 |
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY INV MGT, INC. Service code 28 · EIN 44-6006315 | Investment Management | $0 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO Service code 28 · EIN 95-1411037 | Investment Management | $0 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 28 | Investment Management | $0 |
COLUMBIA1 year Filed as: COLUMBIA MANGMT INVESTMENT ADVISERS Service code 28 P.O. BOX 8081 · BOSTON, MA 022668081 | Investment Management | $0 |
Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
THE HARTFORD1 year Filed as: HARTFORD FUNDS MANGMT COMPANY LLC Service code 28 · EIN 13-3317783 | Investment Management | $0 |
INVESCO1 year Filed as: INVESCO ADVISERS, INC Service code 28 · EIN 76-0528004 | Investment Management | $0 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,491-100.0% | $219,466-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 13.4%-13.4pp | 44.6%-44.6pp | 3.6%-3.6pp |
| Annual return | 3.17% | 45.66%-42.5pp | 5.00%-1.8pp | 11.88%-8.7pp |
| Employer contribution / active EE | $1,034 | $9,637-89.3% | $35,918-97.1% | $14,612-92.9% |
| Participant deferral / active EE | $0 | $235-100.0% | $75-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $13,204-100.0% | $637-100.0% |