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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $81,560 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $14,000 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,489 | $45,000+10.0% | $143,801-65.6% | $77,906-36.5% |
| Participation rate | 43.7% | 66.8%-23.1pp | 80.3%-36.6pp | 73.7%-30.0pp |
| Annual return | -15.32% | 29.03%-44.3pp | -0.04%-15.3pp | 12.16%-27.5pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,952-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $2,232 | $3,157-29.3% | $5,639-60.4% | $4,805-53.6% |
| Admin fee / account holder | $94 | $98-4.3% | $14,680-99.4% | $133-28.9% |