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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,119,527 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 49 · EIN 20-8764829 | Other Services | $161,547 |
BDO USA, LLP1 year Filed as: BDO Service code 49 · EIN 13-5381590 | Other Services | $81,680 |
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP, CHARTERED Service code 29 1701 PENNSYLVANIA AVE · WASHINGTON DC, DC 20006 | Legal | $46,750 |
RSM US LLP5 years Service code 10 · EIN 42-0714325 | Accounting | $12,900 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,789 | $73,283-34.8% | $155,556-69.3% | $106,553-55.1% |
| Participation rate | 80.3% | 73.3%+7.0pp | 78.2%+2.1pp | 69.8%+10.5pp |
| Annual return | 11.01% | 15.76%-4.8pp | 64.84%-53.8pp | 17.37%-6.4pp |
| Employer contribution / active EE | $301 | $2,241-86.6% | $4,675-93.6% | $3,359-91.0% |
| Participant deferral / active EE | $4,907 | $4,567+7.5% | $5,631-12.9% | $5,562-11.8% |
| Admin fee / account holder | $122 | $56+118.9% | $15,885-99.2% | $80+53.6% |