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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 13 · EIN 06-1050034 | Contract Administrator | $281,029 |
MERCER3 years Service code 11 | Actuarial | $63,395 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JP MORGAN CHASE Service code 28 · EIN 13-6038770 | Investment Management | $46,322 |
Filed as: GLOBAL PORTFOLIO STRATEGIES, INC Service code 28 · EIN 06-1066669 | Investment Management | $27,853 |
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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 | $18,026,966-100.0% | $145,218-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 1.8%-1.8pp |
| Annual return | -4.34% | -1.84%-2.5pp | -0.67%-3.7pp | 0.19%-4.5pp |
| Employer contribution / active EE | $9,151 | $15,717-41.8% | $31,731-71.2% | $13,763-33.5% |
| Participant deferral / active EE | $0 | $700-100.0% | $473-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $28,383-100.0% | $426-100.0% |