| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: INDEPENDENT FIN PART Service code 27 · EIN 59-3331424 | Advisory (Plan) | $21,150 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PART Service code 27 · EIN 04-0714111 | Advisory (Plan) | $18,750 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 27 · EIN 06-1055669 | Advisory (Plan) | $15,625 |
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 | $82,591-100.0% | $10,105-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 11.1%-11.1pp | 0.8%-0.8pp |
| Annual return | -0.88% | -1.64%+0.8pp | 16.23%-17.1pp | -0.60%-0.3pp |
| Employer contribution / active EE | $26,437 | $19,166+37.9% | $17,605+50.2% | $12,272+115.4% |
| Participant deferral / active EE | $0 | $604-100.0% | $237-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $11-100.0% | $717-100.0% |