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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 11 TWO JERICHO PLAZA · JERICHO, NY 11753 | Actuarial | $29,342 |
CORRELL CO.9+ years Filed as: CORRELL CO Service code 15 · EIN 36-3492086 | Recordkeeping | $17,765 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $72,071 | $91,474-21.2% | $135,982-47.0% | $71,529+0.8% |
| Participation rate | 64.3% | 75.7%-11.4pp | 81.9%-17.6pp | 67.9%-3.7pp |
| Annual return | 17.60% | 29.89%-12.3pp | 68.32%-50.7pp | 28.97%-11.4pp |
| Employer contribution / active EE | $2,246 | $3,705-39.4% | $4,859-53.8% | $2,590-13.3% |
| Participant deferral / active EE | $6,953 | $7,095-2.0% | $7,760-10.4% | $4,291+62.0% |
| Admin fee / account holder | $242 | $1,267-80.9% | $10,767-97.8% | $1,588-84.8% |