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 | $33,256 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $838 |
PRIAC1 year Service code 15 · EIN 06-1050034 | Recordkeeping | $469 |
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 | $97,637 | $43,236+125.8% | $82,768+18.0% | $77,906+25.3% |
| Participation rate | 95.0% | 64.2%+30.8pp | 72.6%+22.5pp | 73.7%+21.3pp |
| Annual return | -16.59% | 2.40%-19.0pp | 702.70%-719.3pp | 12.16%-28.7pp |
| Employer contribution / active EE | $6 | $1,924-99.7% | $3,008-99.8% | $2,846-99.8% |
| Participant deferral / active EE | $14,792 | $3,069+381.9% | $4,395+236.6% | $4,805+207.8% |
| Admin fee / account holder | $16 | $102-84.7% | $5,326-99.7% | $133-88.2% |