Filed January 3, 2024
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY INSURANCE SERVICES Service code 53 | Insurance Commissions | $34,742 |
RETIREMENT STRATEGIES, INC.3+ years Filed as: RETIREMENT STRATEGIES, INCORPORATED Service code 13 · EIN 58-2380163 229 FURY'S FERRY ROAD · AUGUSTA, GA 30907 | Contract Administrator | $16,581 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,476 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANELY INSURANCE SERVICES Service code 71 · EIN 13-2655998 320 EAST MAIN STREET · SPARTANBURG, SC 29302 | Brokerage Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $3,940 | $43,233-90.9% | $185,117-97.9% | $77,958-94.9% |
| Participation rate | 100.0% | 64.2%+35.8pp | 77.3%+22.7pp | 71.6%+28.4pp |
| Annual return | 30.31% | 20.43%+9.9pp | 40.50%-10.2pp | 20.87%+9.4pp |
| Employer contribution / active EE | $290 | $1,312-77.9% | $4,182-93.1% | $2,310-87.4% |
| Participant deferral / active EE | $493 | $2,912-83.1% | $5,045-90.2% | $3,537-86.0% |
| Admin fee / account holder | $24 | $95-74.3% | $8,159-99.7% | $97-74.9% |