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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 13 · EIN 06-1050034 | Contract Administrator | $108,363 |
Filed as: GLOBAL PORTFOLIO STRATEGIES Service code 28 · EIN 06-1055669 | Investment Management | $65,428 |
ARONSON LLC4+ years Service code 10 · EIN 37-1611326 | Accounting | $17,250 |
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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 | $9,193-100.0% | $145,218-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 20.5%-20.5pp | 4.7%-4.7pp |
| Annual return | -5.34% | -0.95%-4.4pp | -0.67%-4.7pp | -0.69%-4.7pp |
| Employer contribution / active EE | $15,442 | $18,555-16.8% | $31,731-51.3% | $16,786-8.0% |
| Participant deferral / active EE | $0 | $1,384-100.0% | $473-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0-100.0% | $28,383-100.0% | $124-100.0% |