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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 53 · EIN 51-0116113 | Insurance Commissions | $79,803 |
Service code 49 · EIN 04-1590850 | Other Services | $8,237 |
Service code 10 · EIN 27-2151647 | Accounting | $6,250 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
HARRIS3 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 94-2362417 | Indirect Investment Fees | $0 |
NATIXIS FUNDS3 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
PIMCO FUNDS3 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,058 | $73,404+41.8% | $87,100+19.5% | $67,579+54.0% |
| Participation rate | 66.3% | 80.9%-14.6pp | 76.9%-10.6pp | 71.3%-5.0pp |
| Annual return | 21.76% | 48.29%-26.5pp | 28.19%-6.4pp | 378.56%-356.8pp |
| Employer contribution / active EE | $1,290 | $2,014-36.0% | $2,521-48.8% | $2,148-39.9% |
| Participant deferral / active EE | $3,905 | $3,913-0.2% | $4,049-3.5% | $3,539+10.3% |
| Admin fee / account holder | $21 | $142-85.0% | $7,497-99.7% | $142-85.1% |