Filed October 7, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Direct pa... | $23,361 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $22,042 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $450 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,664 | $52,626+315.5% | $98,508+122.0% | $93,010+135.1% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.3%+26.7pp | 73.9%+26.1pp |
| Annual return | 12.70% | 16.95%-4.2pp | 1495.22%-1482.5pp | 158.70%-146.0pp |
| Employer contribution / active EE | $29,597 | $1,894+1462.9% | $2,961+899.6% | $2,705+994.0% |
| Participant deferral / active EE | $0 | $2,907-100.0% | $4,276-100.0% | $4,561-100.0% |
| Admin fee / account holder | $19 | $102-81.1% | $5,956-99.7% | $152-87.3% |