Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 13 · EIN 06-1050034 | Contract Administrator | $31,973 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 11 · EIN 13-2655998 | Actuarial | $27,154 |
CROWE LLP2+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $8,300 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $44,091-100.0% | $144,462-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 4.5%-4.5pp |
| Annual return | 12.48% | 22.74%-10.3pp | 16.78%-4.3pp | 13.95%-1.5pp |
| Employer contribution / active EE | $5,187 | $16,157-67.9% | $26,328-80.3% | $16,598-68.7% |
| Participant deferral / active EE | $0 | $350-100.0% | $97-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $20,893-100.0% | $612-100.0% |