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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $86,359 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $56,906 |
HOWE, RILEY & HOWE PLLC4+ years Service code 10 · EIN 20-3985821 | Accounting | $14,275 |
BMO HARRIS BANK NA3 years Filed as: BMO HARRIS BANK N.A. Service code 19 | Securities Custodian | $0 |
BMO HARRIS BANK NA4+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $355,566 | $206,359+72.3% | $123,553+187.8% | - |
| Participation rate | 96.0% | 72.1%+23.8pp | 82.3%+13.7pp | - |
| Annual return | -6.14% | -5.77%-0.4pp | 119.21%-125.3pp | - |
| Employer contribution / active EE | $10,621 | $2,538+318.5% | $4,628+129.5% | - |
| Participant deferral / active EE | $10,910 | $5,785+88.6% | $6,426+69.8% | - |
| Admin fee / account holder | $1,002 | $21,386-95.3% | $9,284-89.2% | - |