| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE CO. Service code 27 · EIN 22-1211670 | Advisory (Plan) | $103,055 |
GLOBAL RETIREMENT PARTNERS LLC4+ 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 | $18,026,966-100.0% | $221,583-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 1.8%-1.8pp |
| Annual return | -4.04% | -5.24%+1.2pp | -6.55%+2.5pp | 0.19%-4.2pp |
| Employer contribution / active EE | $31,120 | $21,507+44.7% | $21,653+43.7% | $13,763+126.1% |
| Participant deferral / active EE | $281 | $326-14.0% | $160+75.7% | $804-65.1% |
| Admin fee / account holder | $0 | $426-100.0% | $1,920-100.0% | $426-100.0% |