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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ years Service code 55 · EIN 26-4310632 | Other Commissions | $51,600 |
Service code 37 · EIN 04-2647786 | Loan Processing | $328 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,631 | $104,475-30.5% | $159,436-54.4% | $79,386-8.5% |
| Participation rate | 64.5% | 76.6%-12.1pp | 82.8%-18.3pp | 70.7%-6.2pp |
| Annual return | 17.57% | 67.95%-50.4pp | 263.57%-246.0pp | 116.85%-99.3pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $5,951 | $6,467-8.0% | $7,352-19.1% | $4,046+47.1% |
| Admin fee / account holder | $1 | $711-99.8% | $10,799-100.0% | $626-99.8% |