Filed December 17, 2020 (most recent of 10 filings on file)
Total covered: 8 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $74,939 |
Service code 27 · EIN 26-4310632 | Advisory (Plan) | $16,318 |
SONJA COX1 year Service code 56 SOUTHERN MD ELETRIC COOPERATIVE · HUGHESVILLE, MD 20637 | Non-monetary compensation | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $237,846 | $91,051+161.2% | $88,497+168.8% | $55,167+331.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 82.4%+17.6pp | 69.0%+31.0pp |
| Annual return | 5.78% | 9.63%-3.8pp | 7.63%-1.8pp | 169.23%-163.5pp |
| Employer contribution / active EE | $13,577 | $3,430+295.8% | $4,036+236.4% | $1,963+591.8% |
| Participant deferral / active EE | $9,089 | $4,954+83.5% | $4,899+85.5% | $3,054+197.6% |
| Admin fee / account holder | $402 | $539-25.3% | $6,220-93.5% | $504-20.2% |