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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 16 · EIN 26-4310632 | Consulting | $8,000 |
FID INV INST OPS CO3+ years Service code 37 · EIN 04-2647786 | Loan Processing | $6,676 |
FID INV INST OPS CO1 year Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Filed as: TEACHERS INS AND ANNUITY ASSOC Service code 27 730 THIRD AVE · NEW YORK, NY 100173206 | Advisory (Plan) | $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 | $21,321 | $44,989-52.6% | $170,435-87.5% | $77,958-72.7% |
| Participation rate | 78.7% | 64.6%+14.1pp | 83.6%-4.9pp | 71.6%+7.1pp |
| Annual return | 19.73% | 19.61%+0.1pp | 205.94%-186.2pp | 20.87%-1.1pp |
| Employer contribution / active EE | $500 | $1,466-65.9% | $5,432-90.8% | $2,310-78.4% |
| Participant deferral / active EE | $2,610 | $2,208+18.3% | $4,939-47.2% | $3,537-26.2% |
| Admin fee / account holder | $6 | $69-91.4% | $13,881-100.0% | $97-93.9% |