Filed December 17, 2020 (most recent of 10 filings on file)
Total covered: 8 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 13 · EIN 06-1050034 | Contract Administrator | $25,098 |
Service code 28 · EIN 06-1055669 | Investment Management | $21,131 |
SMECO SMECO1+ years Service code 56 · EIN 22-1211670 | Non-monetary compensation | $333 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $82,591-100.0% | $10,105-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 11.1%-11.1pp | 0.8%-0.8pp |
| Annual return | -0.92% | -1.64%+0.7pp | 16.23%-17.1pp | -0.60%-0.3pp |
| Employer contribution / active EE | $14,951 | $19,166-22.0% | $17,605-15.1% | $12,272+21.8% |
| Participant deferral / active EE | $0 | $604-100.0% | $237-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $11-100.0% | $717-100.0% |