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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Service code 55 · EIN 26-4310632 | Other Commissions | $7,642 |
Service code 37 · EIN 04-2647786 | Loan Processing | $975 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,949 | $59,191-73.1% | $76,767-79.2% | $56,289-71.7% |
| Participation rate | 96.7% | 75.2%+21.5pp | 77.0%+19.8pp | 69.9%+26.9pp |
| Annual return | -3.59% | 6.62%-10.2pp | 2.43%-6.0pp | -9.96%+6.4pp |
| Employer contribution / active EE | $28 | $1,759-98.4% | $2,485-98.9% | $2,111-98.7% |
| Participant deferral / active EE | $1,412 | $3,255-56.6% | $3,852-63.3% | $3,350-57.8% |
| Admin fee / account holder | $4 | $489-99.2% | $6,675-99.9% | $521-99.2% |