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 | Direct payment from the plan; Finders... | $14,914 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $13,046 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,731 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $118,774 | $52,626+125.7% | $98,508+20.6% | $93,010+27.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.3%+26.7pp | 73.9%+26.1pp |
| Annual return | 15.34% | 16.95%-1.6pp | 1495.22%-1479.9pp | 158.70%-143.4pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,961-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $15,346 | $2,907+427.9% | $4,276+258.9% | $4,561+236.5% |
| Admin fee / account holder | $15 | $102-85.8% | $5,956-99.8% | $152-90.4% |