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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL PORTFOLIO STRATEGIES Service code 28 · EIN 06-1055669 | Investment Management | $60,383 |
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 13 · EIN 06-1050034 | Contract Administrator | $54,834 |
ARONSON LLC1+ years Service code 10 · EIN 37-1611326 | Accounting | $16,553 |
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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 | $82,591-100.0% | $108,235-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 0.8%-0.8pp |
| Annual return | 0.61% | -0.74%+1.4pp | -1.08%+1.7pp | -0.60%+1.2pp |
| Employer contribution / active EE | $15,184 | $12,555+20.9% | $35,779-57.6% | $12,272+23.7% |
| Participant deferral / active EE | $0 | $508-100.0% | $238-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,449-100.0% | $717-100.0% |