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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $64,472 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $27,504 |
WITHUMSMITH+BROWN, PC1+ years Filed as: FROST BROWN TODD, LLC Service code 16 · EIN 61-0722001 | Consulting | $3,337 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $7,686 | $86,791-91.1% | $115,037-93.3% | $59,188-87.0% |
| Participation rate | 0.0% | 72.8%-72.8pp | 81.4%-81.4pp | 69.4%-69.4pp |
| Annual return | -0.91% | 4.44%-5.4pp | 26.14%-27.1pp | 5.51%-6.4pp |
| Employer contribution / active EE | $195 | $2,950-93.4% | $4,608-95.8% | $2,098-90.7% |
| Participant deferral / active EE | $1,054 | $5,298-80.1% | $6,026-82.5% | $3,265-67.7% |
| Admin fee / account holder | $28 | $95-70.2% | $8,175-99.7% | $92-69.3% |