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 | $102,809 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 50 · EIN 26-4310632 | Direct Payment | $60,000 |
Service code 28 · EIN 06-1055669 | Investment Management | $27,734 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $765,066-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.4%-3.4pp | 3.6%-3.6pp |
| Annual return | 12.22% | 10.20%+2.0pp | 8.31%+3.9pp | 11.84%+0.4pp |
| Employer contribution / active EE | $16,899 | $17,545-3.7% | $21,002-19.5% | $17,339-2.5% |
| Participant deferral / active EE | $0 | $0 | $224-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $724-100.0% | $409-100.0% |