See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6 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 | $37,309 |
MASTER BENEFIT GROUP, INC.6 years Service code 49 · EIN 43-1585882 11166 TESSON FERRY ROAD, SUITE 205 · ST. LOUIS, MO 631236966 | Other Services | $14,329 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 60 · EIN 95-1411037 3500 WISEMAN BLVD. · SAN ANTONIO, TX 782514321 | Sub-TA Fees | $10,612 |
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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,791 | $44,764-73.7% | $68,791-82.9% | $64,808-81.8% |
| Participation rate | 42.9% | 64.8%-21.8pp | 69.0%-26.1pp | 71.5%-28.5pp |
| Annual return | -17.05% | -10.91%-6.1pp | -6.38%-10.7pp | 32.82%-49.9pp |
| Employer contribution / active EE | $435 | $1,775-75.5% | $2,655-83.6% | $2,506-82.6% |
| Participant deferral / active EE | $1,182 | $3,238-63.5% | $3,941-70.0% | $4,310-72.6% |
| Admin fee / account holder | $46 | $151-69.5% | $4,932-99.1% | $188-75.4% |