Filed December 17, 2020 (most recent of 10 filings on file)
Total covered: 8 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $66,499 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPERA 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 | $109,346 | $120,075-8.9% | $90,782+20.4% | $55,727+96.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 82.7%+17.3pp | 70.9%+29.1pp |
| Annual return | -7.05% | -3.47%-3.6pp | -3.42%-3.6pp | 244.94%-252.0pp |
| Employer contribution / active EE | $6,749 | $4,693+43.8% | $4,105+64.4% | $2,078+224.8% |
| Participant deferral / active EE | $6,570 | $6,826-3.7% | $5,366+22.4% | $3,356+95.8% |
| Admin fee / account holder | $271 | $111+143.4% | $5,908-95.4% | $115+135.5% |