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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $35,000 |
JPMORGAN INVEST HOLDINGS LLC9+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $34,342 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,725 | $99,168-47.8% | $96,534-46.4% | $74,460-30.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 17.99% | 22.40%-4.4pp | 25.88%-7.9pp | 34.38%-16.4pp |
| Employer contribution / active EE | $2,667 | $2,570+3.8% | $2,965-10.1% | $2,638+1.1% |
| Participant deferral / active EE | $2,368 | $4,936-52.0% | $4,851-51.2% | $4,530-47.7% |
| Admin fee / account holder | $109 | $225-51.6% | $8,253-98.7% | $348-68.7% |