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 | $98,360 |
Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $15,000 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,713 | $172,932+1.6% | $119,237+47.4% | $86,828+102.4% |
| Participation rate | 100.0% | 89.4%+10.6pp | 82.7%+17.3pp | 72.3%+27.7pp |
| Annual return | 12.63% | 20.96%-8.3pp | 30.70%-18.1pp | 97.95%-85.3pp |
| Employer contribution / active EE | $6,424 | $5,487+17.1% | $4,383+46.6% | $2,406+167.0% |
| Participant deferral / active EE | $7,283 | $8,466-14.0% | $6,112+19.1% | $4,132+76.2% |
| Admin fee / account holder | $330 | $150+119.3% | $7,229-95.4% | $170+94.4% |