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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 13 · EIN 06-1050034 | Contract Administrator | $95,031 |
Filed as: GLOBAL PORTFOLIO STRATEGIES Service code 28 · EIN 06-1055669 | Investment Management | $59,443 |
ARONSON LLC2+ years Service code 10 · EIN 37-1611326 | Accounting | $17,050 |
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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 | $54,332-100.0% | $115,939-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 17.7%-17.7pp | 19.3%-19.3pp | 3.6%-3.6pp |
| Annual return | 7.00% | 4.08%+2.9pp | 3.97%+3.0pp | 11.88%-4.9pp |
| Employer contribution / active EE | $12,202 | $19,692-38.0% | $28,168-56.7% | $14,612-16.5% |
| Participant deferral / active EE | $0 | $1,371-100.0% | $274-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $282-100.0% | $12,837-100.0% | $637-100.0% |