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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Service code 55 · EIN 26-4310632 | Other Commissions | $31,312 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,288 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,739 | $99,994+40.7% | $146,643-4.0% | $85,847+63.9% |
| Participation rate | 74.2% | 73.1%+1.1pp | 80.1%-5.9pp | 69.3%+4.9pp |
| Annual return | 12.98% | 18.93%-6.0pp | 22.75%-9.8pp | 318.61%-305.6pp |
| Employer contribution / active EE | $2,776 | $2,559+8.5% | $4,137-32.9% | $2,565+8.2% |
| Participant deferral / active EE | $6,525 | $4,006+62.9% | $5,506+18.5% | $3,952+65.1% |
| Admin fee / account holder | $12 | $7,703-99.8% | $10,280-99.9% | $6,261-99.8% |