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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 · EIN 26-4310632 1 NEW YORK PLAZA · NEW YORK, NY 10004 | Other Commissions | $0 |
MORNINGSTAR1+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: PPG RETIREMENT PLAN SERVICES LTD Service code 49 · EIN 39-1915811 5525 GREEN BAY ROAD · KENOSHA, WI 531443737 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $57,396 | $39,245+46.2% | $64,105-10.5% | $52,331+9.7% |
| Participation rate | 36.6% | 58.2%-21.6pp | 68.2%-31.6pp | 68.1%-31.5pp |
| Annual return | 1.10% | 14.79%-13.7pp | 791.24%-790.1pp | 4.54%-3.4pp |
| Employer contribution / active EE | $41 | $736-94.4% | $1,820-97.7% | $1,882-97.8% |
| Participant deferral / active EE | $1,649 | $1,992-17.2% | $2,822-41.6% | $3,022-45.4% |
| Admin fee / account holder | $323 | $592-45.5% | $4,499-92.8% | $592-45.4% |