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 INSURANCE CO. Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $132,422 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY & CO., INC. Service code 27 · EIN 26-4310632 | Advisory (Plan) | $32,917 |
Filed as: PRUDENTIAL TRUST CO. Service code 51 · EIN 23-6994310 | Investment Mgmt Fees | $20,373 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $9,894 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 71 · EIN 13-4122960 | Brokerage Fees | $1,764 |
NATIONAL FINANCIAL SERVICES1+ years Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 15 · EIN 04-3523567 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $113,490 | $57,096+98.8% | $94,229+20.4% | $55,191+105.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 78.8%+21.2pp | 69.2%+30.8pp |
| Annual return | 1.57% | 159.65%-158.1pp | 10.68%-9.1pp | 10.78%-9.2pp |
| Employer contribution / active EE | $3,188 | $1,708+86.7% | $3,587-11.1% | $1,899+67.9% |
| Participant deferral / active EE | $8,301 | $3,165+162.3% | $4,320+92.1% | $3,046+172.5% |
| Admin fee / account holder | $45 | $89-49.3% | $6,269-99.3% | $91-50.1% |