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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $39,668 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $39,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $87,575 | $74,347+17.8% | $93,621-6.5% | $67,582+29.6% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 71.3%+28.7pp |
| Annual return | 19.52% | 28.07%-8.6pp | 32.76%-13.2pp | 378.57%-359.1pp |
| Employer contribution / active EE | $5,037 | $2,583+95.0% | $2,719+85.3% | $2,148+134.5% |
| Participant deferral / active EE | $4,508 | $4,060+11.0% | $4,070+10.8% | $3,539+27.4% |
| Admin fee / account holder | $56 | $123-54.3% | $7,890-99.3% | $142-60.6% |