Filed April 30, 2013
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 |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANCE CO. Service code 13 · EIN 06-1050034 | Contract Administrator | $354,177 |
Service code 28 · EIN 71-0294708 | Investment Management | $83,105 |
FID INV INST OPS CO1 year Service code 15 · EIN 04-2647786 | Recordkeeping | $29,026 |
Filed as: CM SMITH FINANCIAL, INC. Service code 38 · EIN 20-4846911 | Participant Communication | $17,000 |
FIDUCIARY INVESTMENT ADVISORS3+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 16 · EIN 20-4751585 | Consulting | $15,609 |
Filed as: BRIGHTHOUSE FINANCIAL Service code 28 BRIGHTHOUSE LIFE INSURANCE COMPANY · CHARLOTTE, NC 28277 | Investment Management | $7,876 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,603 |
Filed as: VOYA FINANCIAL PARTNERS Service code 55 · EIN 06-1375177 | Other Commissions | $0 |
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 | $56,631 | $44,007+28.7% | $154,110-63.3% | $68,904-17.8% |
| Participation rate | 76.5% | 70.0%+6.4pp | 83.0%-6.6pp | 74.1%+2.3pp |
| Annual return | -0.50% | 8.15%-8.6pp | 735.22%-735.7pp | 1.07%-1.6pp |
| Employer contribution / active EE | $0 | $1,732-100.0% | $5,298-100.0% | $2,540-100.0% |
| Participant deferral / active EE | $0 | $2,813-100.0% | $5,081-100.0% | $4,015-100.0% |
| Admin fee / account holder | $83 | $65+28.0% | $13,412-99.4% | $71+16.2% |