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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 82-3226180 | Consulting | $50,426 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,044 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 16 · EIN 26-4310632 | Consulting | $11,072 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$92,394 |
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 | $53,794 | $48,406+11.1% | $104,625-48.6% | $90,274-40.4% |
| Participation rate | 75.6% | 64.3%+11.3pp | 74.1%+1.5pp | 73.4%+2.3pp |
| Annual return | 19.66% | 18.72%+0.9pp | 340.60%-320.9pp | 53.97%-34.3pp |
| Employer contribution / active EE | $501 | $1,115-55.1% | $2,681-81.3% | $2,523-80.2% |
| Participant deferral / active EE | $3,549 | $2,436+45.7% | $3,738-5.1% | $4,231-16.1% |
| Admin fee / account holder | -$6 | $76-107.3% | $6,465-100.1% | $114-104.8% |