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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 27 · EIN 26-4310632 | Advisory (Plan) | $92,000 |
FID INV INST OPS CO3+ years Service code 37 · EIN 04-2647786 | Loan Processing | $48,323 |
Filed as: AXA EQUITABLE Service code 27 · EIN 23-1396794 | Advisory (Plan) | $6,738 |
Filed as: PRUDENTIAL RET INS AND ANNUITY CO Service code 23 · EIN 06-1050034 | Insurance services; Direct payment fr... | $524 |
FID INV INST OPS CO2 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,459 | $48,835-15.1% | $170,435-75.7% | $177,276-76.6% |
| Participation rate | 91.4% | 72.1%+19.3pp | 83.6%+7.8pp | 74.8%+16.6pp |
| Annual return | 18.16% | 19.44%-1.3pp | 205.94%-187.8pp | 21.25%-3.1pp |
| Employer contribution / active EE | $135 | $1,798-92.5% | $5,432-97.5% | $2,479-94.5% |
| Participant deferral / active EE | $3,542 | $2,757+28.5% | $4,939-28.3% | $3,881-8.7% |
| Admin fee / account holder | $14 | $52-73.1% | $13,881-99.9% | $154-90.9% |