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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $324 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 300 GRANITE RUN DR STE 300 · LANCASTER, PA 17601 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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 | $21,973 | $89,364-75.4% | $141,177-84.4% | $72,983-69.9% |
| Participation rate | 72.9% | 75.1%-2.2pp | 82.5%-9.6pp | 69.5%+3.4pp |
| Annual return | 21.60% | 111.86%-90.3pp | 71.40%-49.8pp | 81.01%-59.4pp |
| Employer contribution / active EE | $3,903 | $3,115+25.3% | $4,736-17.6% | $2,440+60.0% |
| Participant deferral / active EE | $4,367 | $5,419-19.4% | $6,710-34.9% | $3,608+21.1% |
| Admin fee / account holder | $50 | $5,959-99.2% | $10,263-99.5% | $5,124-99.0% |