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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 12 · EIN 06-1050034 | Claims processing | $511,859 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT GROUP SECURITIES INC Service code 28 300 INTERNATIONAL PARKWAY · HEATHROW, FL 32746 | Investment Management | $171,003 |
THE WAGNER LAW GROUP1+ years Service code 29 · EIN 04-3323315 | Legal | $6,395 |
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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 | $261,171-100.0% | $252,559-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 58.0%-58.0pp | 50.9%-50.9pp | 48.7%-48.7pp |
| Annual return | -2.17% | -1.71%-0.5pp | -1.68%-0.5pp | -2.16%0pp |
| Employer contribution / active EE | $0 | $47,449-100.0% | $44,959-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $326-100.0% | $330-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $14,004-100.0% | $12,994-100.0% | $12,572-100.0% |