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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 ATTN MIDDLE OFFICE BALTIMORE TEA · BALTIMORE, MD 21231 | Advisory (Plan) | $13,804 |
NATIONWIDE1 year Filed as: NATIONWIDE TRUST COMPANY, FSB Service code 15 10 W NATIONWIDE BLVD 5-02-104G · COLUMBUS, OH 43215 | Recordkeeping | $9,496 |
AVINTUS1 year Filed as: AVINTUS, LLC Service code 13 FUTUREPLAN · CHICAGO, IL 60673 | Contract Administrator | $1,835 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $390 |
NATIONWIDE1 year Service code 50 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Direct Payment | $75 |
ASCENSUS LLC2 years Service code 13 · EIN 82-3719843 | Contract Administrator | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INS SVSCS INC Service code 27 · EIN 51-0116113 | Advisory (Plan) | $0 |
RELIANCE TRUST COMPANY2 years Service code 21 · EIN 58-1428634 | Bank Trustee | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,684 | $185,342-88.3% | $111,308-80.5% | $86,821-75.0% |
| Participation rate | 80.3% | 81.0%-0.7pp | 77.3%+3.0pp | 72.3%+8.0pp |
| Annual return | 15.82% | 500.80%-485.0pp | 54.67%-38.8pp | 97.94%-82.1pp |
| Employer contribution / active EE | $1,436 | $2,246-36.1% | $2,732-47.4% | $2,406-40.3% |
| Participant deferral / active EE | $2,817 | $4,458-36.8% | $4,487-37.2% | $4,132-31.8% |
| Admin fee / account holder | $96 | $255-62.6% | $7,965-98.8% | $170-43.6% |