| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC5+ 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 22-1211670 | Advisory (Plan) | $62,593 |
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 | $3,370,408-100.0% | - | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 1.2%-1.2pp |
| Annual return | 20.55% | 20.56%0pp | 13.45%+7.1pp | 53.27%-32.7pp |
| Employer contribution / active EE | $17,323 | $25,506-32.1% | $26,057-33.5% | $14,774+17.3% |
| Participant deferral / active EE | $292 | $645-54.8% | $181+61.0% | $1,259-76.8% |
| Admin fee / account holder | $0 | $13,289-100.0% | - | $13,289-100.0% |