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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $53,021 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $7,161 |
Filed as: MML INVESTORS SERVICES LLC Service code 33 · EIN 04-2746212 | Securities brokerage; Securities brok... | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $109,364 | $155,795-29.8% | $136,298-19.8% | $69,631+57.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 11.70% | 232464.33%-232452.6pp | 5156.27%-5144.6pp | 27571.02%-27559.3pp |
| Employer contribution / active EE | $6,689 | $2,991+123.6% | $4,696+42.4% | $2,032+229.1% |
| Participant deferral / active EE | $1,383 | $5,394-74.4% | $6,247-77.9% | $3,224-57.1% |
| Admin fee / account holder | $9 | $128-93.4% | $9,244-99.9% | $110-92.3% |