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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $43,049 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $23,057 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,801 | $54,245-67.2% | $93,727-81.0% | $77,762-77.1% |
| Participation rate | 76.1% | 63.9%+12.2pp | 68.7%+7.4pp | 70.6%+5.5pp |
| Annual return | 11.45% | 30.58%-19.1pp | 133.83%-122.4pp | 31.27%-19.8pp |
| Employer contribution / active EE | -$39 | $1,168-103.3% | $2,421-101.6% | $2,728-101.4% |
| Participant deferral / active EE | $2,381 | $3,144-24.2% | $4,417-46.1% | $4,651-48.8% |
| Admin fee / account holder | $138 | $575-76.0% | $8,292-98.3% | $433-68.1% |