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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN BROKER DEALER HOLDINGS IN Service code 27 PO BOX 681131 · CHICAGO, IL 60695 | Advisory (Plan) | $47,592 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $39,361 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $42,353-100.0% | $79,550-100.0% | $64,808-100.0% |
| Participation rate | 0.0% | 64.8%-64.8pp | 69.5%-69.5pp | 71.5%-71.5pp |
| Annual return | -24.35% | -12.24%-12.1pp | 0.16%-24.5pp | 32.82%-57.2pp |
| Employer contribution / active EE | $265 | $1,181-77.5% | $2,413-89.0% | $2,506-89.4% |
| Participant deferral / active EE | $1,363 | $3,170-57.0% | $3,985-65.8% | $4,310-68.4% |
| Admin fee / account holder | $0 | $160-100.0% | $6,832-100.0% | $188-100.0% |