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 | $105,526 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 50 · EIN 26-4310632 | Direct Payment | $60,000 |
Service code 28 · EIN 06-1055669 | Investment Management | $21,947 |
VENABLE LLP1 year Service code 16 · EIN 52-0517250 | Consulting | $7,225 |
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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 | $46,244-100.0% | - | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 2.8%-2.8pp |
| Annual return | 17.56% | 18.06%-0.5pp | 13.45%+4.1pp | 16.32%+1.2pp |
| Employer contribution / active EE | $18,790 | $23,411-19.7% | $26,057-27.9% | $17,007+10.5% |
| Participant deferral / active EE | $0 | $815-100.0% | $181-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | - | $127-100.0% |