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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGANSTANLEY SMITHBARNEY LLC Service code 55 | Other Commissions | $7,805 |
Filed as: ESLER & VANDERSCHAAFF CO., L.P.A. Service code 29 · EIN 31-1399107 | Legal | $3,960 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $3,397 |
RELIANCE TRUST COMPANY7+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $595 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGANSTANLEY SMITHBARNEY, LLC Service code 55 · EIN 26-4310844 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,244 | $93,182-84.7% | $146,665-90.3% | $79,386-82.1% |
| Participation rate | 57.5% | 76.4%-18.9pp | 80.1%-22.5pp | 70.7%-13.2pp |
| Annual return | 12.94% | 21.61%-8.7pp | 22.74%-9.8pp | 116.85%-103.9pp |
| Employer contribution / active EE | $658 | $2,420-72.8% | $4,136-84.1% | $2,427-72.9% |
| Participant deferral / active EE | $831 | $4,169-80.1% | $5,506-84.9% | $4,046-79.5% |
| Admin fee / account holder | $30 | $585-94.9% | $10,280-99.7% | $626-95.3% |