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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $105,623 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 27 · EIN 26-4310632 | Advisory (Plan) | $33,000 |
WITHUMSMITH+BROWN, PC3 years Filed as: PARKER, BROWN, MACAULAY & SHEERIN, Service code 29 · EIN 04-3422478 | Legal | $15,367 |
RSM US LLP4 years Service code 10 · EIN 42-0714325 | Accounting | $14,250 |
WRS1 year Service code 10 · EIN 20-2840995 | Accounting | $7,200 |
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.
Annual investment return 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 | $21,988 | $50,151-56.2% | $149,696-85.3% | $80,157-72.6% |
| Participation rate | 61.8% | 64.3%-2.5pp | 78.8%-17.0pp | 72.9%-11.2pp |
| Annual return | 9.85% | 29.80%-20.0pp | 134.46%-124.6pp | 40.39%-30.5pp |
| Employer contribution / active EE | $1,547 | $1,867-17.1% | $4,821-67.9% | $2,977-48.0% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,682-100.0% | $5,015-100.0% |
| Admin fee / account holder | $62 | $153-59.1% | $13,212-99.5% | $145-56.9% |