Filed January 3, 2013 (most recent of 3 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $487,454 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $28,000 |
HBLA1+ years Filed as: HBLA, CERTIFIED PUBLIC ACCOUNTANTS, Service code 10 · EIN 33-0155525 | Accounting | $20,884 |
ATTN ROB WISNER1+ years Filed as: ATTN ADVISORY FEE BILLING Service code 27 · EIN 26-4310632 1300 THAMES STREET WARF 4TH FLOOR · BALTIMORE, MD 21231 | Advisory (Plan) | $14,000 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY & CO., INC. Service code 27 · EIN 26-4310632 | Advisory (Plan) | $14,000 |
ACTUARIAL BENEFITS CORP1+ years Filed as: ACTUARIAL CONSULTANTS, INC. Service code 16 · EIN 33-0024795 | Consulting | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $108,520 | $37,039+193.0% | $147,618-26.5% | $59,188+83.3% |
| Participation rate | 55.2% | 63.8%-8.6pp | 84.6%-29.4pp | 69.4%-14.2pp |
| Annual return | 0.57% | 7.19%-6.6pp | 61.98%-61.4pp | 5.51%-4.9pp |
| Employer contribution / active EE | $1,851 | $1,353+36.8% | $5,564-66.7% | $2,098-11.8% |
| Participant deferral / active EE | $4,121 | $2,094+96.8% | $4,895-15.8% | $3,265+26.2% |
| Admin fee / account holder | $126 | $60+109.0% | $11,612-98.9% | $92+36.4% |