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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Service code 55 · EIN 26-4310632 | Other Commissions | $35,955 |
Service code 37 · EIN 04-2647786 | Loan Processing | $727 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,741 | $79,181+67.6% | $102,423+29.6% | $74,429+78.3% |
| Participation rate | 56.5% | 74.8%-18.3pp | 76.5%-20.0pp | 67.2%-10.7pp |
| Annual return | 17.49% | 54.97%-37.5pp | 29.42%-11.9pp | 1368.38%-1350.9pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $4,956 | $4,416+12.2% | $5,054-1.9% | $4,348+14.0% |
| Admin fee / account holder | $3 | $2,002-99.9% | $9,455-100.0% | $1,944-99.8% |