Filed February 7, 1997
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
LEVEL FOUR ADVISORY SERVICES2 years Filed as: LEVEL FOUR ADVISORY SERVICES LLC Service code 27 · EIN 11-3738689 | Advisory (Plan) | $78,489 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $16,448 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $1,685 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 56 · EIN 22-1211670 | Non-monetary compensation | $0 |
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 | $143,624 | $71,666+100.4% | $117,861+21.9% | $69,634+106.3% |
| Participation rate | 98.3% | 77.5%+20.8pp | 79.7%+18.7pp | 70.7%+27.7pp |
| Annual return | 18.10% | 18.86%-0.8pp | 335.11%-317.0pp | 27572.26%-27554.2pp |
| Employer contribution / active EE | $3,666 | $1,889+94.1% | $3,786-3.2% | $2,032+80.4% |
| Participant deferral / active EE | $5,595 | $3,340+67.5% | $4,482+24.8% | $3,224+73.5% |
| Admin fee / account holder | $138 | $120+14.8% | $8,021-98.3% | $110+25.0% |