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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $234,830 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 27 · EIN 26-4310632 | Advisory (Plan) | $44,000 |
WITHUMSMITH+BROWN, PC2 years Filed as: PARKER, BROWN, MACAULAY & SHEERIN, Service code 29 · EIN 04-3422478 | Legal | $20,610 |
RSM US LLP3 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,585 | $45,000-27.6% | $143,797-77.3% | $77,906-58.2% |
| Participation rate | 56.2% | 66.8%-10.6pp | 80.3%-24.1pp | 73.7%-17.5pp |
| Annual return | -12.95% | 29.03%-42.0pp | -0.04%-12.9pp | 12.16%-25.1pp |
| Employer contribution / active EE | $2,559 | $1,870+36.9% | $4,952-48.3% | $2,846-10.1% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,638-100.0% | $4,805-100.0% |
| Admin fee / account holder | $175 | $98+77.7% | $14,679-98.8% | $133+31.9% |