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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 13 · EIN 06-1050034 | Contract Administrator | $234,571 |
MERCER4 years Service code 11 | Actuarial | $66,248 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: JP MORGAN CHASE Service code 28 · EIN 13-6038770 | Investment Management | $48,718 |
Filed as: GLOBAL PORTFOLIO STRATEGIES, INC Service code 28 · EIN 06-1066669 | Investment Management | $26,873 |
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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 | $3,370,408-100.0% | $161,646-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 1.2%-1.2pp |
| Annual return | 15.17% | 15.47%-0.3pp | 12.93%+2.2pp | 53.27%-38.1pp |
| Employer contribution / active EE | $12,547 | $15,545-19.3% | $35,210-64.4% | $14,774-15.1% |
| Participant deferral / active EE | $0 | $814-100.0% | $458-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $4,659-100.0% | $13,289-100.0% |