Filed October 9, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $107,212 |
STIFEL NICOLAUS & CO INC1 year Service code 27 · EIN 43-0538770 | Advisory (Plan) | $37,729 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 99 · EIN 22-1211670 | Other Fees | $23,509 |
Filed as: PRUDENTIAL TRUST CO. Service code 51 · EIN 23-6994310 | Investment Mgmt Fees | $14,105 |
Filed as: VANDER PLOEG, BERGAKKER & ASSOCIATE Service code 10 · EIN 38-2445537 | Accounting | $9,775 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,584 | $55,125+46.2% | $109,895-26.7% | $86,799-7.2% |
| Participation rate | 99.9% | 70.1%+29.8pp | 74.2%+25.7pp | 72.3%+27.6pp |
| Annual return | 18.35% | 26.20%-7.8pp | 29.45%-11.1pp | 97.91%-79.6pp |
| Employer contribution / active EE | $4,700 | $1,558+201.7% | $2,842+65.4% | $2,405+95.4% |
| Participant deferral / active EE | $4,094 | $3,337+22.7% | $4,048+1.1% | $4,131-0.9% |
| Admin fee / account holder | $142 | $141+1.0% | $6,066-97.7% | $170-16.0% |