Filed October 7, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $49,151 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $649 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,641 | $43,236+329.4% | $82,768+124.3% | $77,906+138.3% |
| Participation rate | 96.3% | 64.2%+32.1pp | 72.6%+23.7pp | 73.7%+22.6pp |
| Annual return | -16.32% | 2.40%-18.7pp | 702.70%-719.0pp | 12.16%-28.5pp |
| Employer contribution / active EE | $29,282 | $1,924+1421.5% | $3,008+873.6% | $2,846+928.8% |
| Participant deferral / active EE | $0 | $3,069-100.0% | $4,395-100.0% | $4,805-100.0% |
| Admin fee / account holder | $20 | $102-80.2% | $5,326-99.6% | $133-84.7% |