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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Service code 55 · EIN 26-4310632 | Other Commissions | $71,160 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,194 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,841 | $101,539+114.5% | $147,041+48.1% | $74,400+192.8% |
| Participation rate | 95.2% | 75.5%+19.7pp | 82.2%+13.0pp | 67.2%+28.0pp |
| Annual return | 16.09% | 8740.84%-8724.8pp | 419.21%-403.1pp | 1367.51%-1351.4pp |
| Employer contribution / active EE | $7,081 | $3,811+85.8% | $4,935+43.5% | $2,624+169.8% |
| Participant deferral / active EE | $16,533 | $7,304+126.4% | $8,071+104.8% | $4,348+280.2% |
| Admin fee / account holder | $64 | $1,749-96.3% | $13,006-99.5% | $1,944-96.7% |