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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Service code 55 · EIN 26-4310632 | Other Commissions | $107,775 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,375 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $57,877 | $66,319-12.7% | $93,621-38.2% | $65,186-11.2% |
| Participation rate | 90.2% | 74.0%+16.2pp | 75.8%+14.4pp | 70.2%+20.0pp |
| Annual return | 26.52% | 42.59%-16.1pp | 32.76%-6.2pp | 29.39%-2.9pp |
| Employer contribution / active EE | $888 | $2,013-55.9% | $2,719-67.3% | $2,177-59.2% |
| Participant deferral / active EE | $6,036 | $3,343+80.5% | $4,070+48.3% | $3,514+71.8% |
| Admin fee / account holder | $3 | $6,900-100.0% | $7,890-100.0% | $847-99.7% |