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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 49 · EIN 26-4310844 | Other Services | $116,689 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $84,053 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-4317381 | Advisory (Participants) | $46,060 |
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.
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 | $35,581 | $2,226,388-98.4% | $91,004-60.9% | $177,276-79.9% |
| Participation rate | 59.9% | 85.1%-25.3pp | 75.6%-15.7pp | 74.8%-14.9pp |
| Annual return | 22.79% | 20.16%+2.6pp | 4.60%+18.2pp | 21.25%+1.5pp |
| Employer contribution / active EE | $627 | $4,139-84.9% | $2,456-74.5% | $2,479-74.7% |
| Participant deferral / active EE | $2,502 | $6,423-61.0% | $3,548-29.5% | $3,881-35.5% |
| Admin fee / account holder | $23 | $1,921-98.8% | $5,417-99.6% | $154-84.8% |