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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 71-0294708 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004 | Investment Management | $0 |
MORNINGSTAR7+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
EPIC RETIREMENT PLAN SERVICES7+ 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.
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,662 | $59,263+101.9% | $96,562+23.9% | $79,386+50.7% |
| Participation rate | 23.8% | 61.9%-38.1pp | 69.8%-46.0pp | 70.7%-46.9pp |
| Annual return | 11.63% | 27.07%-15.4pp | 37.78%-26.2pp | 116.85%-105.2pp |
| Employer contribution / active EE | $80 | $1,216-93.4% | $2,356-96.6% | $2,427-96.7% |
| Participant deferral / active EE | $1,289 | $2,948-56.3% | $3,849-66.5% | $4,046-68.1% |
| Admin fee / account holder | $72 | $658-89.0% | $6,181-98.8% | $626-88.5% |