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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $80,000 |
PRICEWATERHOUSECOOPERS LLP2 years Service code 10 · EIN 13-4008324 | Accounting | $71,450 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $456 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $505,889 | $81,537+520.4% | $149,721+237.9% | $69,634+626.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 20.85% | 22.79%-1.9pp | 1501.67%-1480.8pp | 27572.26%-27551.4pp |
| Employer contribution / active EE | $26,511 | $3,239+718.5% | $5,444+386.9% | $2,032+1204.5% |
| Participant deferral / active EE | $9,230 | $4,994+84.8% | $6,568+40.5% | $3,224+186.3% |
| Admin fee / account holder | $4 | $107-96.7% | $11,282-100.0% | $110-96.8% |