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| Provider | Service type | Compensation |
|---|---|---|
PGIM INVESTMENTS1 year Filed as: PGIM QUANTITATIVE SOLUTIONS LLC Service code 51 · EIN 33-1077887 | Investment Mgmt Fees | $28,274 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 51 5800 NORTHGATE MALL, SUITE 51 · SAN RAFAEL, CA 94903 | Investment Mgmt Fees | $20,366 |
USI CONSULTING GROUP1 year Service code 11 · EIN 34-1213174 1660 WEST SECOND STREET, SUITE 900 · CLEVELAND, OH 44113 | Actuarial | $15,868 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 49 · EIN 22-1211670 80 LIVINGSTON AVENUE · ROSELAND, NJ 07068 | Other Services | $5,218 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $247,120-100.0% | $213,834-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 28.7%-28.7pp | 12.2%-12.2pp | 44.4%-44.4pp |
| Annual return | 8.51% | -11.83%+20.3pp | -5.12%+13.6pp | -14.65%+23.2pp |
| Employer contribution / active EE | $11,463 | $42,640-73.1% | $31,020-63.0% | $46,321-75.3% |
| Participant deferral / active EE | $0 | $68-100.0% | $101-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $3,703-100.0% | $2,852-100.0% | $14,582-100.0% |