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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 | $101,672+114.3% | $147,117+48.1% | $74,478+192.5% |
| Participation rate | 95.2% | 75.5%+19.7pp | 82.2%+13.0pp | 67.2%+28.0pp |
| Annual return | 16.09% | 8757.83%-8741.7pp | 420.54%-404.4pp | 1370.56%-1354.5pp |
| Employer contribution / active EE | $7,081 | $3,813+85.7% | $4,932+43.6% | $2,626+169.6% |
| Participant deferral / active EE | $16,533 | $7,305+126.3% | $8,065+105.0% | $4,350+280.0% |
| Admin fee / account holder | $64 | $1,753-96.3% | $12,993-99.5% | $1,946-96.7% |