Filed January 27, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $146,355 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $56,504 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,277 |
Employer 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 | $35,764 | $127,218-71.9% | $392,568-90.9% | $77,775-54.0% |
| Participation rate | 96.2% | 82.0%+14.1pp | 78.1%+18.1pp | 73.2%+22.9pp |
| Annual return | 26.10% | 25.27%+0.8pp | 24.42%+1.7pp | 32.58%-6.5pp |
| Employer contribution / active EE | $36 | $3,064-98.8% | $3,783-99.0% | $2,504-98.5% |
| Participant deferral / active EE | $4,322 | $4,820-10.3% | $5,985-27.8% | $3,966+9.0% |
| Admin fee / account holder | $159 | $89+78.6% | $6,260-97.5% | $100+58.8% |