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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $20,000 |
BENESYS, INC.2+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $13,021 |
L.M. HENDERSON & COMPANY, LLP2+ years Service code 10 · EIN 20-5520612 | Accounting | $11,450 |
WRIGHT FORD YOUNG & CO2+ years Filed as: WRIGHT, SHAGLEY & LOWERY, P.C. Service code 29 · EIN 20-8333939 | Legal | $10,843 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $54,392-100.0% | $84,750-100.0% | $63,975-100.0% |
| Participation rate | 0.0% | 76.9%-76.9pp | 76.6%-76.6pp | 71.1%-71.1pp |
| Annual return | 5.83% | 611.38%-605.5pp | 22.78%-16.9pp | 48.65%-42.8pp |
| Employer contribution / active EE | $1,217 | $2,943-58.7% | $3,574-66.0% | $2,182-44.2% |
| Participant deferral / active EE | $552 | $2,593-78.7% | $3,712-85.1% | $3,356-83.6% |
| Admin fee / account holder | $0 | $136-100.0% | $5,332-100.0% | $70-100.0% |