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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE CO OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $36,379 |
Filed as: GLOBAL PORTFOLIO STRATEGIES, INC Service code 28 · EIN 06-1055669 | Investment Management | $29,420 |
Filed as: WATKINS JOHNSEY PROFESSIONAL GROUP Service code 10 · EIN 63-1128344 | Accounting | $12,875 |
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 13 · EIN 06-1050034 | Contract Administrator | $11,038 |
LOCKTON INVESTMENT ADVISORS, LLC7+ 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $67,261-100.0% | $220,551-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 8.7%-8.7pp | 3.6%-3.6pp |
| Annual return | 9.92% | 8.91%+1.0pp | 7.32%+2.6pp | 11.84%-1.9pp |
| Employer contribution / active EE | $0 | $8,713-100.0% | $23,426-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $675-100.0% | $107-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $892-100.0% | $9,522-100.0% | $409-100.0% |