| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE CO. Service code 27 · EIN 22-1211670 | Advisory (Plan) | $97,557 |
GLOBAL RETIREMENT PARTNERS LLC3+ years Filed as: GLOBAL RETIREMENT PART Service code 27 · EIN 47-1411118 | Advisory (Plan) | $75,000 |
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 | $1,723,788-100.0% | $9,655,338-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 1.9%-1.9pp |
| Annual return | 17.65% | 14.20%+3.4pp | 11.12%+6.5pp | 23.90%-6.2pp |
| Employer contribution / active EE | $14,421 | $28,371-49.2% | $22,651-36.3% | $16,539-12.8% |
| Participant deferral / active EE | $243 | $272-10.6% | $198+23.0% | $350-30.7% |
| Admin fee / account holder | $0 | $18,975-100.0% | $57,986-100.0% | $18,975-100.0% |