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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $19,230 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 22 · EIN 26-4310632 | Insurance Broker | $16,620 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $3,287 | $68,544-95.2% | $115,752-97.2% | $69,631-95.3% |
| Participation rate | 99.6% | 74.0%+25.7pp | 77.8%+21.9pp | 70.7%+28.9pp |
| Annual return | 14.48% | 20.97%-6.5pp | 19.41%-4.9pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,492-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,135 | $3,887-70.8% | $5,204-78.2% | $3,224-64.8% |
| Admin fee / account holder | $24 | $90-73.2% | $6,278-99.6% | $110-78.1% |