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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 99 · EIN 26-4310844 | Other Fees | $93,000 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $63,511 |
MORNINGSTAR1 year Filed as: MORNINGSTAR IVESTMENT MANAGEMENT LL Service code 26 · EIN 36-4317381 | Advisory (Participants) | $50,805 |
GEORGE JOHNSON & COMPANY1 year Filed as: GEORGE A. PENNIINGTON & CO. LLC CPA Service code 99 | Other Fees | $8,050 |
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.
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 | $44,176 | $106,649-58.6% | $80,022-44.8% | $68,904-35.9% |
| Participation rate | 52.4% | 88.1%-35.7pp | 75.8%-23.4pp | 74.1%-21.7pp |
| Annual return | 19.48% | -0.87%+20.3pp | 11.22%+8.3pp | 1.07%+18.4pp |
| Employer contribution / active EE | $997 | $4,132-75.9% | $2,468-59.6% | $2,540-60.8% |
| Participant deferral / active EE | $2,469 | $6,395-61.4% | $3,686-33.0% | $4,015-38.5% |
| Admin fee / account holder | $43 | $58-25.5% | $6,521-99.3% | $71-39.3% |