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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004 | Other Commissions | $32,807 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,050 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,441 | $79,519-54.2% | $95,964-62.0% | $73,412-50.4% |
| Participation rate | 67.2% | 81.2%-14.0pp | 77.1%-9.9pp | 72.2%-5.0pp |
| Annual return | 16.06% | 19.20%-3.1pp | 91.64%-75.6pp | 59.30%-43.2pp |
| Employer contribution / active EE | $386 | $2,048-81.2% | $2,541-84.8% | $2,234-82.7% |
| Participant deferral / active EE | $1,388 | $4,138-66.5% | $4,167-66.7% | $3,806-63.5% |
| Admin fee / account holder | $5 | $184-97.6% | $6,797-99.9% | $158-97.1% |