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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $21,806 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,387 |
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 | $37,818 | $89,652-57.8% | $141,191-73.2% | $65,185-42.0% |
| Participation rate | 83.3% | 74.7%+8.6pp | 82.5%+0.9pp | 70.2%+13.1pp |
| Annual return | 23.08% | 32.79%-9.7pp | 71.41%-48.3pp | 29.38%-6.3pp |
| Employer contribution / active EE | $2,802 | $3,065-8.6% | $4,736-40.8% | $2,177+28.7% |
| Participant deferral / active EE | $3,674 | $5,691-35.4% | $6,710-45.2% | $3,514+4.6% |
| Admin fee / account holder | $129 | $569-77.3% | $10,264-98.7% | $847-84.7% |