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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 · EIN 26-4310632 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004 | Other Commissions | $0 |
MORNINGSTAR3+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
EPIC RETIREMENT PLAN SERVICES3+ 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 | $77,008 | $51,466+49.6% | $78,778-2.2% | $62,293+23.6% |
| Participation rate | 31.7% | 59.8%-28.1pp | 69.2%-37.5pp | 69.5%-37.8pp |
| Annual return | 15.15% | 19.96%-4.8pp | 35.62%-20.5pp | 28.90%-13.7pp |
| Employer contribution / active EE | $40 | $827-95.1% | $1,986-98.0% | $2,042-98.0% |
| Participant deferral / active EE | $1,502 | $2,147-30.1% | $2,958-49.2% | $3,169-52.6% |
| Admin fee / account holder | $351 | $489-28.2% | $5,134-93.2% | $479-26.7% |