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 | $56,448 |
MORGAN STANLEY SMITH BARNEY2 years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $15,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $104,805 | $138,427-24.3% | $97,995+6.9% | $69,634+50.5% |
| Participation rate | 100.0% | 90.0%+10.0pp | 82.4%+17.6pp | 70.7%+29.3pp |
| Annual return | 12.28% | 26.21%-13.9pp | 23.94%-11.7pp | 27572.26%-27560.0pp |
| Employer contribution / active EE | $6,004 | $4,858+23.6% | $4,158+44.4% | $2,032+195.4% |
| Participant deferral / active EE | $5,297 | $7,165-26.1% | $5,097+3.9% | $3,224+64.3% |
| Admin fee / account holder | $226 | $101+124.6% | $5,943-96.2% | $110+104.9% |