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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 | $101,591+114.4% | $147,096+48.1% | $74,429+192.7% |
| Participation rate | 95.2% | 75.5%+19.7pp | 82.2%+13.0pp | 67.2%+28.0pp |
| Annual return | 16.09% | 8746.45%-8730.4pp | 419.75%-403.7pp | 1368.38%-1352.3pp |
| Employer contribution / active EE | $7,081 | $3,813+85.7% | $4,936+43.5% | $2,625+169.8% |
| Participant deferral / active EE | $16,533 | $7,302+126.4% | $8,071+104.8% | $4,348+280.2% |
| Admin fee / account holder | $64 | $1,750-96.3% | $13,005-99.5% | $1,944-96.7% |