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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $115,203 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $112,503 |
WITHUMSMITH+BROWN, PC2+ years Filed as: WITHUMSMITH & BROWN, PC Service code 10 · EIN 22-2027092 | Accounting | $13,000 |
Service code 14 · EIN 27-2517292 | Plan Administrator | $5,500 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $139,743-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 22.6%-22.6pp | 1.8%-1.8pp |
| Annual return | 5.43% | 7.18%-1.8pp | 4.96%+0.5pp | 7.18%-1.8pp |
| Employer contribution / active EE | $2,421 | $13,095-81.5% | $29,749-91.9% | $13,095-81.5% |
| Participant deferral / active EE | $0 | $385-100.0% | $26-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $3,369-100.0% | $362-100.0% |