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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 · EIN 20-8764829 | Other Fees | $83,771 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $4,491 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,547 | $65,435+125.5% | $86,677+70.2% | $66,914+120.5% |
| Participation rate | 64.1% | 75.5%-11.4pp | 76.6%-12.5pp | 69.8%-5.7pp |
| Annual return | -20.42% | -10.89%-9.5pp | 35.91%-56.3pp | 1.58%-22.0pp |
| Employer contribution / active EE | $4 | $2,153-99.8% | $2,836-99.8% | $2,544-99.8% |
| Participant deferral / active EE | $7,791 | $4,100+90.0% | $4,656+67.3% | $4,237+83.9% |
| Admin fee / account holder | $68 | $642-89.3% | $7,493-99.1% | $593-88.5% |