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 | $85,459 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $12,500 |
VENABLE LLP4 years Filed as: VENABLE, LLP Service code 16 · EIN 52-0517250 | Consulting | $12,295 |
ADAMS JENKINS & CHEATHAM, PC3 years 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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,158 | $131,734+15.5% | $93,765+62.3% | $64,829+134.7% |
| Participation rate | 100.0% | 85.5%+14.5pp | 81.0%+19.0pp | 71.5%+28.5pp |
| Annual return | -14.89% | -14.04%-0.8pp | -11.32%-3.6pp | 32.85%-47.7pp |
| Employer contribution / active EE | $7,288 | $5,643+29.2% | $4,327+68.4% | $2,507+190.7% |
| Participant deferral / active EE | $7,585 | $8,135-6.8% | $6,099+24.4% | $4,312+75.9% |
| Admin fee / account holder | $347 | $141+145.5% | $7,184-95.2% | $188+84.7% |