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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 13 · EIN 06-1050034 | Contract Administrator | $86,041 |
Filed as: GLOBAL PORTFOLIO STRATEGIES, INC Service code 28 · EIN 06-1055669 | Investment Management | $28,689 |
Filed as: WATKINS JOHNSEY PROFESSIONAL GROUP Service code 10 · EIN 63-1128344 | Accounting | $12,550 |
LOCKTON INVESTMENT ADVISORS, LLC6+ 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 | $409,661-100.0% | $477,209-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 1.7%-1.7pp |
| Annual return | 12.06% | 10.60%+1.5pp | -2.84%+14.9pp | 627.08%-615.0pp |
| Employer contribution / active EE | $3,350 | $19,729-83.0% | $33,329-89.9% | $18,824-82.2% |
| Participant deferral / active EE | $0 | $349-100.0% | $51-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,475-100.0% | $1,923-100.0% |