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 | $77,784 |
Filed as: MORGAN STALEY SMITH BARNEY HOLDING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $15,000 |
VENABLE LLP2 years Filed as: VENABLE, LLP Service code 29 · EIN 52-0517250 | Legal | $6,515 |
Filed as: ADAMS, JENKINS, AND CHEATHAM, PC Service code 10 · EIN 54-1320089 | Accounting | $6,500 |
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.)
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 | $149,114 | $160,088-6.9% | $112,977+32.0% | $73,415+103.1% |
| Participation rate | 100.0% | 90.7%+9.3pp | 82.6%+17.4pp | 72.2%+27.8pp |
| Annual return | 11.65% | 17.93%-6.3pp | 24.24%-12.6pp | 59.30%-47.7pp |
| Employer contribution / active EE | $6,584 | $5,200+26.6% | $4,255+54.8% | $2,234+194.7% |
| Participant deferral / active EE | $7,099 | $8,024-11.5% | $5,836+21.6% | $3,806+86.5% |
| Admin fee / account holder | $310 | $133+133.9% | $6,294-95.1% | $158+96.6% |