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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 36-4389114 | Recordkeeping | $29,560 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 111 S. PFINGSTEN ROAD · DEERFIELD, IL 60015 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,867 | $42,546+7.8% | $71,796-36.1% | $55,167-16.9% |
| Participation rate | 82.6% | 59.1%+23.5pp | 69.1%+13.5pp | 69.0%+13.7pp |
| Annual return | 8.39% | 12.36%-4.0pp | 78.04%-69.6pp | 169.23%-160.8pp |
| Employer contribution / active EE | $700 | $803-12.9% | $1,924-63.6% | $1,963-64.4% |
| Participant deferral / active EE | $3,415 | $2,064+65.4% | $2,794+22.2% | $3,054+11.8% |
| Admin fee / account holder | $251 | $650-61.4% | $4,815-94.8% | $504-50.3% |