Filed November 9, 2005
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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $133,549 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $94,800 |
Filed as: PEACH & MCPHERSON, CPA Service code 10 · EIN 06-1190201 | Accounting | $22,000 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,992 | $58,347+191.3% | $85,709+98.3% | $86,821+95.8% |
| Participation rate | 100.0% | 64.9%+35.1pp | 69.9%+30.1pp | 72.3%+27.7pp |
| Annual return | 10.63% | 18.43%-7.8pp | 21.49%-10.9pp | 97.94%-87.3pp |
| Employer contribution / active EE | $5,211 | $1,751+197.6% | $2,619+99.0% | $2,406+116.6% |
| Participant deferral / active EE | $6,507 | $3,065+112.3% | $3,924+65.8% | $4,132+57.5% |
| Admin fee / account holder | $281 | $147+90.6% | $6,876-95.9% | $170+65.7% |