Filed March 28, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $812,093 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $60,411 |
NATIONAL FINANCIAL SERVICES1+ years Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 15 · EIN 04-3523567 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,051 | $119,153+42.7% | $151,634+12.1% | $78,104+117.7% |
| Participation rate | 90.9% | 92.5%-1.6pp | 87.5%+3.4pp | 74.5%+16.4pp |
| Annual return | -15.98% | -10.83%-5.1pp | 3.32%-19.3pp | 10.90%-26.9pp |
| Employer contribution / active EE | $10,604 | $5,298+100.1% | $6,165+72.0% | $3,128+239.1% |
| Participant deferral / active EE | $25,815 | $8,624+199.3% | $8,363+208.7% | $5,089+407.3% |
| Admin fee / account holder | $49 | $69-28.9% | $11,614-99.6% | $79-38.0% |