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 INSURANCE AN Service code 13 · EIN 06-1050034 | Contract Administrator | $181,846 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $30,000 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $419,108 | $133,040+215.0% | $119,237+251.5% | $79,395+427.9% |
| Participation rate | 100.0% | 80.9%+19.1pp | 82.7%+17.3pp | 70.7%+29.3pp |
| Annual return | 14.07% | 20.05%-6.0pp | 30.70%-16.6pp | 116.90%-102.8pp |
| Employer contribution / active EE | $15,882 | $4,390+261.8% | $4,383+262.3% | $2,428+554.1% |
| Participant deferral / active EE | $12,943 | $6,448+100.7% | $6,112+111.8% | $4,046+219.9% |
| Admin fee / account holder | $803 | $686+17.0% | $7,229-88.9% | $626+28.3% |