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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $50,349 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $16,000 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $9,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $20,592 | $56,095-63.3% | $178,503-88.5% | $90,274-77.2% |
| Participation rate | 26.6% | 65.6%-39.0pp | 81.9%-55.3pp | 73.4%-46.7pp |
| Annual return | 6.96% | 28.81%-21.9pp | 151.12%-144.2pp | 53.97%-47.0pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $794 | $2,669-70.2% | $5,202-84.7% | $4,231-81.2% |
| Admin fee / account holder | $57 | $101-43.6% | $13,987-99.6% | $114-50.2% |