| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $63,675 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 06-1050034 | Recordkeeping | $62,112 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $31,348 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,190 | $139,767+57.5% | $153,741+43.2% | $200,096+10.0% |
| Participation rate | 91.6% | 85.1%+6.5pp | 77.1%+14.5pp | 72.0%+19.6pp |
| Annual return | 14.43% | 20.59%-6.2pp | 15.71%-1.3pp | 34.26%-19.8pp |
| Employer contribution / active EE | $13,112 | $6,517+101.2% | $5,042+160.1% | $3,038+331.6% |
| Participant deferral / active EE | $9,053 | $8,055+12.4% | $6,757+34.0% | $5,090+77.9% |
| Admin fee / account holder | $50 | $98-48.5% | $12,749-99.6% | $269-81.3% |