Filed March 8, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $42,054 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 16 · EIN 20-8764829 | Consulting | $18,093 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,458 | $31,741+14.9% | $56,033-34.9% | $199,960-81.8% |
| Participation rate | 10.9% | 32.3%-21.5pp | 52.5%-41.6pp | 72.0%-61.1pp |
| Annual return | 12.89% | 14.72%-1.8pp | 1711.38%-1698.5pp | 34.28%-21.4pp |
| Employer contribution / active EE | $275 | $508-45.8% | $1,041-73.6% | $3,036-90.9% |
| Participant deferral / active EE | $627 | $1,184-47.0% | $1,954-67.9% | $5,087-87.7% |
| Admin fee / account holder | $174 | $426-59.2% | $2,827-93.9% | $269-35.4% |