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 | $156,431 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $25,000 |
VENABLE LLP4 years Filed as: VENABLE, LLP Service code 16 · EIN 52-0517250 | Consulting | $12,295 |
Filed as: ADAMS, JENKINS, AND CHEATHAM, PC Service code 10 · EIN 54-1320089 | Accounting | $7,300 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $6,667 |
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.)
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 | $354,794 | $98,941+258.6% | $93,765+278.4% | $66,954+429.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 81.0%+19.0pp | 69.8%+30.2pp |
| Annual return | -11.57% | -14.59%+3.0pp | -11.32%-0.2pp | 1.57%-13.1pp |
| Employer contribution / active EE | $15,622 | $4,769+227.6% | $4,327+261.0% | $2,545+513.9% |
| Participant deferral / active EE | $12,985 | $6,689+94.1% | $6,099+112.9% | $4,239+206.3% |
| Admin fee / account holder | $727 | $476+52.6% | $7,184-89.9% | $594+22.4% |