| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC2+ years Filed as: GLOBAL RETIREMENT PART Service code 27 · EIN 47-1411118 | Advisory (Plan) | $75,000 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 27 · EIN 06-1055669 | Advisory (Plan) | $400 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,636-100.0% | $14,339-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.0%-17.0pp | 1.8%-1.8pp |
| Annual return | 8.32% | 3.15%+5.2pp | 1.15%+7.2pp | 7.18%+1.1pp |
| Employer contribution / active EE | $16,310 | $18,767-13.1% | $26,339-38.1% | $13,095+24.6% |
| Participant deferral / active EE | $211 | $265-20.3% | $178+18.4% | $385-45.2% |
| Admin fee / account holder | $0 | $362-100.0% | $3,605-100.0% | $362-100.0% |