Filed September 18, 2020 (most recent of 2 filings on file)
Total covered: 47 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $23,491 |
Filed as: PRUDENTIAL INS CO OF AMERICA Service code 15 · EIN 22-1211670 | Recordkeeping | $10,522 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,715 | $51,288-44.0% | $81,983-65.0% | $73,409-60.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.2%+30.8pp | 72.2%+27.8pp |
| Annual return | 17.32% | 29.48%-12.2pp | 41.31%-24.0pp | 59.29%-42.0pp |
| Employer contribution / active EE | $851 | $1,487-42.8% | $2,498-65.9% | $2,234-61.9% |
| Participant deferral / active EE | $3,782 | $2,715+39.3% | $3,722+1.6% | $3,805-0.6% |
| Admin fee / account holder | $77 | $125-38.7% | $5,664-98.6% | $158-51.3% |