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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 16 · EIN 26-4310632 | Consulting | $100,000 |
FID INV INST OPS CO5+ years Service code 37 · EIN 04-2647786 | Loan Processing | $53,929 |
Filed as: AXA EQUITABLE Service code 16 · EIN 23-1396794 | Consulting | $5,669 |
FID INV INST OPS CO4 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
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 | $43,077 | $53,565-19.6% | $172,757-75.1% | $82,204-47.6% |
| Participation rate | 92.5% | 69.6%+22.8pp | 82.6%+9.8pp | 73.4%+19.1pp |
| Annual return | 21.47% | 31.42%-9.9pp | 803.06%-781.6pp | 26.31%-4.8pp |
| Employer contribution / active EE | $141 | $1,857-92.4% | $5,144-97.3% | $2,707-94.8% |
| Participant deferral / active EE | $4,260 | $3,006+41.7% | $5,198-18.0% | $4,246+0.3% |
| Admin fee / account holder | $14 | $61-77.8% | $13,956-99.9% | $76-82.0% |