Filed September 29, 2020
Total covered: 27 employees
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $60,000 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $22,698 |
Filed as: YOUNG'S MARKET CO., LLC Service code 29 14402 FRANKLIN AVE. · TUSTIN, CA 92780 | Legal | $1,332 |
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 | $66,786 | $74,498-10.4% | $94,229-29.1% | $59,188+12.8% |
| Participation rate | 86.5% | 76.8%+9.7pp | 78.8%+7.7pp | 69.4%+17.0pp |
| Annual return | 0.91% | 2.76%-1.8pp | 10.68%-9.8pp | 5.51%-4.6pp |
| Employer contribution / active EE | $2,421 | $2,077+16.5% | $3,587-32.5% | $2,098+15.4% |
| Participant deferral / active EE | $4,876 | $3,433+42.0% | $4,320+12.9% | $3,265+49.4% |
| Admin fee / account holder | $35 | $103-65.7% | $6,269-99.4% | $92-61.7% |