Filed January 24, 2025
| Provider | Service type | Compensation |
|---|---|---|
PGIM INVESTMENTS1 year Filed as: PGIM CORE PLUS BOND FUND Service code 51 · EIN 81-6705696 | Investment Mgmt Fees | $9,453 |
WEDGEWOOD PARTNERS INC1 year Filed as: WEDGWOOD PARTNERS, INC. Service code 51 · EIN 43-1468106 | Investment Mgmt Fees | $7,245 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $264,156-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 1.8%-1.8pp |
| Annual return | 7.98% | 5.09%+2.9pp | 4.74%+3.2pp | 7.18%+0.8pp |
| Employer contribution / active EE | $0 | $33,192-100.0% | $46,220-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $1,920-100.0% | $248-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,050-100.0% | $362-100.0% |