Filed May 2, 2016 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 13 · EIN 06-1050034 | Contract Administrator | $213,603 |
Filed as: RYAN LABS ASSET MANAGEMENT INC. Service code 28 · EIN 47-3503928 | Investment Management | $209,355 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 28 · EIN 26-4370632 | Investment Management | $162,315 |
Filed as: CBIZ, INC. Service code 17 · EIN 22-2769024 | Pension Consulting | $31,781 |
LITTLER MENDELSON, P.C.2 years Filed as: LITTLER MENDELSON PC Service code 29 · EIN 94-2602731 | Legal | $19,732 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCES Service code 11 · EIN 01-0233346 | Actuarial | $15,965 |
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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 | $0 | $18,026,966-100.0% | $336,864-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 1.8%-1.8pp |
| Annual return | -4.14% | -1.65%-2.5pp | -3.29%-0.8pp | 0.19%-4.3pp |
| Employer contribution / active EE | $28,016 | $15,083+85.7% | $36,762-23.8% | $13,763+103.6% |
| Participant deferral / active EE | $0 | $32-100.0% | $11-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $6,121-100.0% | $426-100.0% |