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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $67,622 |
LITTLER MENDELSON, P.C.1 year Filed as: LITTLER MENDELSEN P.C. Service code 29 · EIN 94-2602731 | Legal | $52,259 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $39,000 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY & CO., INC. Service code 27 · EIN 13-2655998 | Advisory (Plan) | $28,000 |
Filed as: MORGAN STANLEY GRAYSTONE CONSULTING Service code 27 · EIN 36-3145972 | Advisory (Plan) | $14,000 |
Service code 13 · EIN 35-0472300 | Contract Administrator | $5,215 |
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 | $83,149 | $37,213+123.4% | $156,551-46.9% | $63,975+30.0% |
| Participation rate | 62.6% | 65.0%-2.4pp | 84.0%-21.4pp | 71.1%-8.5pp |
| Annual return | 6.42% | 47.89%-41.5pp | 32.23%-25.8pp | 48.65%-42.2pp |
| Employer contribution / active EE | $1,919 | $1,357+41.4% | $5,501-65.1% | $2,182-12.1% |
| Participant deferral / active EE | $4,208 | $2,070+103.3% | $4,871-13.6% | $3,356+25.4% |
| Admin fee / account holder | $77 | $56+36.8% | $13,028-99.4% | $70+9.4% |