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 | $103,390 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 50 · EIN 26-4310632 | Direct Payment | $50,000 |
Service code 28 · EIN 06-1055669 | Investment Management | $29,871 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | - | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 5.6%-5.6pp |
| Annual return | -19.48% | 1712.70%-1732.2pp | 179.55%-199.0pp | 39.82%-59.3pp |
| Employer contribution / active EE | $8,901 | $36,508-75.6% | $24,917-64.3% | $19,980-55.5% |
| Participant deferral / active EE | $0 | $0 | $463-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | - | $62-100.0% |