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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 49 · EIN 26-4310632 14805 NORTH OUTER FORTY RD, STE 200 · CHESTERFIELD, MO 63017 | Other Services | $23,304 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 60 · EIN 82-4555287 P.O. BOX 659530 · SAN ANTONIO, TX 785659530 | Sub-TA Fees | $7,365 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $10,676 | $41,467-74.3% | $67,313-84.1% | $55,725-80.8% |
| Participation rate | 40.5% | 62.5%-22.0pp | 69.1%-28.6pp | 70.9%-30.3pp |
| Annual return | -7.07% | 0.82%-7.9pp | -4.08%-3.0pp | 244.93%-252.0pp |
| Employer contribution / active EE | $389 | $1,316-70.4% | $2,566-84.8% | $2,078-81.3% |
| Participant deferral / active EE | $1,079 | $2,399-55.0% | $3,568-69.8% | $3,356-67.9% |
| Admin fee / account holder | $36 | $102-64.6% | $4,507-99.2% | $115-68.6% |