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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $180,811 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 27 · EIN 26-4310632 | Advisory (Plan) | $55,413 |
WITHUMSMITH+BROWN, PC1 year Filed as: PARKER, BROWN, MACAULAY & SHEERIN, Service code 29 · EIN 04-3422478 | Legal | $14,813 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $14,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,012 | $67,512-43.7% | $185,849-79.5% | $93,010-59.1% |
| Participation rate | 54.5% | 67.1%-12.7pp | 81.7%-27.2pp | 73.9%-19.4pp |
| Annual return | 24.54% | 21.04%+3.5pp | 122.10%-97.6pp | 158.70%-134.2pp |
| Employer contribution / active EE | $3,485 | $1,783+95.4% | $5,169-32.6% | $2,705+28.8% |
| Participant deferral / active EE | $0 | $3,035-100.0% | $5,569-100.0% | $4,561-100.0% |
| Admin fee / account holder | $153 | $318-51.7% | $16,244-99.1% | $152+1.1% |