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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 13 · EIN 06-1050034 | Contract Administrator | $65,133 |
Filed as: GLOBAL PORTFOLIO STRATEGIES, INC Service code 28 · EIN 06-1055669 | Investment Management | $27,613 |
Filed as: WATKINS JOHNSEY PROFESSIONAL GROUP Service code 10 · EIN 63-1128344 | Accounting | $11,971 |
LOCKTON INVESTMENT ADVISORS, LLC5+ years Filed as: LOCKTON INVESTMENT Service code 28 · EIN 20-8874282 | Investment Management | $10,000 |
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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 | $46,244-100.0% | $133,543,011-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 2.8%-2.8pp |
| Annual return | 19.13% | 15.60%+3.5pp | 29.77%-10.6pp | 16.32%+2.8pp |
| Employer contribution / active EE | $4,107 | $11,838-65.3% | $33,607-87.8% | $17,007-75.9% |
| Participant deferral / active EE | $0 | $372-100.0% | $96-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $835,310-100.0% | $127-100.0% |