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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $37,287 |
CBIZ RETIREMENT PLAN SERVICES6+ years Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 11 · EIN 31-1582098 | Actuarial | $12,740 |
SNYDER, DAITZ & CO.1 year Filed as: SNYDER DAITZ & COMPANY Service code 10 · EIN 23-1436393 | Accounting | $11,970 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $120,737-100.0% | $91,826-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 4.7%-4.7pp | 43.0%-43.0pp |
| Annual return | 18.01% | 4.61%+13.4pp | 793.01%-775.0pp | 259.17%-241.2pp |
| Employer contribution / active EE | $0 | $40,806-100.0% | $27,004-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $155-100.0% | $154-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $9,698-100.0% | $4,239-100.0% | $21,502-100.0% |