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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS AND ANN Service code 11 · EIN 06-1050034 | Actuarial | $164,038 |
Filed as: WILSON-MSCHANE CORPORATION Service code 13 · EIN 41-0956552 | Contract Administrator | $48,000 |
Filed as: GLOBAL PORTFOLIO STRATEGIES Service code 27 · EIN 06-1055669 | Advisory (Plan) | $15,565 |
WALKER, GIROUX, & HAHNE LLC2+ years Filed as: WALKER, GIROUX & HAHNE, LLC Service code 10 · EIN 46-3893925 | Accounting | $12,400 |
ANDREW & BRANSKY, P.A1 year Service code 29 · EIN 41-1502219 | Legal | $6,317 |
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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 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 9.99% | 11.09%-1.1pp | 8.32%+1.7pp | 13.95%-4.0pp |
| Employer contribution / active EE | $8,453 | $10,980-23.0% | $30,793-72.5% | $16,598-49.1% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |