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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $82,601 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 99 · EIN 26-4310632 | Other Fees | $14,583 |
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 | $42,822 | $55,182-22.4% | $73,309-41.6% | $55,191-22.4% |
| Participation rate | 89.6% | 73.9%+15.6pp | 74.9%+14.7pp | 69.2%+20.4pp |
| Annual return | 0.59% | 8.55%-8.0pp | 5.67%-5.1pp | 10.78%-10.2pp |
| Employer contribution / active EE | $2,106 | $1,935+8.9% | $3,237-34.9% | $1,899+10.9% |
| Participant deferral / active EE | $2,914 | $4,641-37.2% | $4,991-41.6% | $3,046-4.3% |
| Admin fee / account holder | $90 | $68+31.1% | $5,635-98.4% | $91-1.1% |