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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPU INVESTMENT MANAGEMENT, INC. Service code 51 · EIN 25-1503421 ONE OXFORD CENTRE · PITTSBURGH, PA 15219 | Investment Mgmt Fees | $13,521 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 211 MAIN STREET 14TH FLOOR · SAN FRANCISO, CA 941051965 | Bank Trustee | $6,879 |
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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 | $76,024-100.0% | $846,462-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 23.1%-23.1pp | 15.7%-15.7pp |
| Annual return | -0.68% | -0.83%+0.1pp | -0.81%+0.1pp | -7.14%+6.5pp |
| Employer contribution / active EE | $6,881 | $16,035-57.1% | $38,425-82.1% | $14,613-52.9% |
| Participant deferral / active EE | $0 | $73-100.0% | $315-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,494-100.0% | $15,697-100.0% | $1,191-100.0% |