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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 27 · EIN 26-4310632 | Advisory (Plan) | $100,000 |
FID INV INST OPS CO4+ years Service code 37 · EIN 04-2647786 | Loan Processing | $47,988 |
Filed as: AXA EQUITABLE Service code 27 · EIN 23-1396794 | Advisory (Plan) | $6,242 |
FID INV INST OPS CO3 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 | $36,321 | $44,007-17.5% | $154,110-76.4% | $68,904-47.3% |
| Participation rate | 86.4% | 70.0%+16.3pp | 83.0%+3.3pp | 74.1%+12.2pp |
| Annual return | -5.17% | 8.15%-13.3pp | 735.22%-740.4pp | 1.07%-6.2pp |
| Employer contribution / active EE | $139 | $1,732-92.0% | $5,298-97.4% | $2,540-94.5% |
| Participant deferral / active EE | $3,850 | $2,813+36.9% | $5,081-24.2% | $4,015-4.1% |
| Admin fee / account holder | $14 | $65-79.0% | $13,412-99.9% | $71-80.9% |