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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLAZA · NEW YORK, NY 10004 | Other Commissions | $40,702 |
Filed as: ACTUARIAL PENSION ANALSYSTS, INC. Service code 49 7000 EAST GENESEE STREET · FAYETTEVILLE, NY 13066 | Other Services | $10,906 |
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.
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 | $83,269 | $77,816+7.0% | $123,549-32.6% | $64,181+29.7% |
| Participation rate | 50.7% | 74.7%-24.0pp | 82.3%-31.5pp | 69.6%-18.8pp |
| Annual return | -2.27% | 12.49%-14.8pp | 119.20%-121.5pp | 7.63%-9.9pp |
| Employer contribution / active EE | $90 | $3,014-97.0% | $4,628-98.1% | $2,381-96.2% |
| Participant deferral / active EE | $8,266 | $5,240+57.7% | $6,426+28.6% | $3,470+138.2% |
| Admin fee / account holder | $40 | $5,519-99.3% | $9,284-99.6% | $4,887-99.2% |