Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PGIM INVESTMENTS2 years Filed as: PGIM QUANTITATIVE SOLUTIONS LLC Service code 51 · EIN 33-1077887 | Investment Mgmt Fees | $58,143 |
USI CONSULTING GROUP2 years Service code 11 · EIN 34-1213174 1660 WEST SECOND STREET, SUITE 900 · CLEVELAND, OH 44113 | Actuarial | $9,450 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 52 5800 NORTHGATE MALL, SUITE 51 · SAN RAFAEL, CA 94903 | Indirect Investment Fees | $7,099 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $195,758-100.0% | $182,032-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 25.1%-25.1pp | 13.4%-13.4pp | 55.8%-55.8pp |
| Annual return | -11.88% | 3.70%-15.6pp | 7.69%-19.6pp | 24.44%-36.3pp |
| Employer contribution / active EE | $9,030 | $38,258-76.4% | $28,501-68.3% | $41,348-78.2% |
| Participant deferral / active EE | $0 | $2-100.0% | $49-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $61,373-100.0% | $51,246-100.0% | $22,013-100.0% |