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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 21 · EIN 06-1050034 | Bank Trustee | $71,201 |
GYL FINANCIAL SYNERGIES2 years Filed as: GYL FINANCIAL SYNERGIES, INC. Service code 27 · EIN 81-3263476 | Advisory (Plan) | $7,500 |
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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 | $76,418-100.0% | $350,496-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 31.4%-31.4pp | 11.3%-11.3pp |
| Annual return | 17.42% | 10.91%+6.5pp | 12.88%+4.5pp | 10.41%+7.0pp |
| Employer contribution / active EE | $151,805 | $12,279+1136.3% | $40,010+279.4% | $14,691+933.3% |
| Participant deferral / active EE | $0 | $9-100.0% | $66-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $4,558-100.0% | $7,226-100.0% | $2,646-100.0% |