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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: GEOFFREY MCDERMID Service code 56 37 FRANKLIN STREET · BUFFALO, NY 14202 | Non-monetary compensation | $993 |
GLOBAL RETIREMENT PARTNERS LLC2+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $468 |
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $12,426 | $49,280-74.8% | $67,313-81.5% | $64,173-80.6% |
| Participation rate | 40.7% | 60.8%-20.1pp | 69.1%-28.4pp | 69.6%-28.9pp |
| Annual return | -5.91% | -1.39%-4.5pp | -4.08%-1.8pp | 7.63%-13.5pp |
| Employer contribution / active EE | $484 | $1,668-71.0% | $2,566-81.1% | $2,381-79.7% |
| Participant deferral / active EE | $802 | $2,484-67.7% | $3,568-77.5% | $3,470-76.9% |
| Admin fee / account holder | $0 | $3,863-100.0% | $4,507-100.0% | $4,887-100.0% |