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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS AND ANN Service code 11 · EIN 06-1050034 | Actuarial | $114,563 |
WILSON-MCSHANE CORPORATION1+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $46,600 |
Filed as: GLOBAL PORTFOLIO STRATEGIES Service code 27 · EIN 06-1055669 | Advisory (Plan) | $15,321 |
WALKER, GIROUX, & HAHNE LLC1+ years Filed as: WALKER, GIROUX & HAHNE, LLC Service code 10 · EIN 46-3893925 | Accounting | $12,000 |
ANDREW & BRANSKY, P.A1+ years Filed as: ANDREW & BRANSKY, P.A. Service code 29 · EIN 41-1502219 | Legal | $9,771 |
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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 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 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | -2.04% | 2.79%-4.8pp | 4.16%-6.2pp | 11.88%-13.9pp |
| Employer contribution / active EE | $7,849 | $10,530-25.5% | $29,966-73.8% | $14,612-46.3% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |