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 | $93,508 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 50 · EIN 26-4310632 | Direct Payment | $45,000 |
Service code 28 · EIN 06-1055669 | Investment Management | $25,264 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $409,661-100.0% | $733,756-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 1.7%-1.7pp |
| Annual return | 12.72% | 13.37%-0.6pp | 8.35%+4.4pp | 627.08%-614.4pp |
| Employer contribution / active EE | $9,719 | $19,895-51.1% | $27,010-64.0% | $18,824-48.4% |
| Participant deferral / active EE | $0 | $0 | $180-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $19,421-100.0% | $1,923-100.0% |