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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL Service code 15 · EIN 36-6071399 440 MAMARONECK AVE. · HARRISON, NY 10528 | Recordkeeping | $57,812 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: SBHU/MORGAN STANLEY SMITH BARNEY LL Service code 22 | Insurance Broker | $30,786 |
Filed as: PPG RETIREMENT PLAN SERVICES Service code 15 · EIN 39-1915811 5525 GREEN BAY ROAD, STE 200 · KENOSHA, WI 53144 | Recordkeeping | $4,527 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: SBHU/MORGAN STANLEY SMITH BARNEY Service code 22 · EIN 13-2896238 700 READ BROOK BLVD · OWING MILLS, MD 21117 | Insurance Broker | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,677 | $53,165-61.1% | $86,209-76.0% | $74,440-72.2% |
| Participation rate | 85.9% | 64.9%+21.0pp | 69.0%+16.9pp | 70.7%+15.1pp |
| Annual return | 14.48% | 22.64%-8.2pp | 1169.05%-1154.6pp | 34.37%-19.9pp |
| Employer contribution / active EE | $212 | $1,210-82.5% | $2,381-91.1% | $2,638-92.0% |
| Participant deferral / active EE | $1,547 | $3,234-52.2% | $3,986-61.2% | $4,529-65.8% |
| Admin fee / account holder | $177 | $551-68.0% | $6,853-97.4% | $348-49.2% |