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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 16 · EIN 26-4310632 | Consulting | $119,492 |
THE BENEFIT PRACTICE2 years Service code 16 · EIN 13-4144565 | Consulting | $25,625 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,588 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$92,022 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,011 | $48,116-2.3% | $99,470-52.7% | $77,775-39.6% |
| Participation rate | 74.2% | 60.0%+14.3pp | 73.8%+0.4pp | 73.2%+1.0pp |
| Annual return | 21.98% | 23.23%-1.2pp | 30.72%-8.7pp | 32.58%-10.6pp |
| Employer contribution / active EE | $400 | $1,057-62.2% | $2,540-84.3% | $2,504-84.0% |
| Participant deferral / active EE | $3,118 | $2,238+39.3% | $3,619-13.8% | $3,966-21.4% |
| Admin fee / account holder | $22 | $87-74.4% | $6,252-99.6% | $100-77.7% |