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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,000 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J P MORGAN SECURITIES LLC Service code 61 1111 POLARIS PKWY STE 2A · COLUMBUS, OH 43240 | Finders' fees / placement fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,912 | $82,032-33.1% | $123,104-55.4% | $59,632-7.9% |
| Participation rate | 78.8% | 83.2%-4.4pp | 86.8%-8.0pp | 68.7%+10.2pp |
| Annual return | 1.37% | 5.12%-3.7pp | 13.22%-11.8pp | 2041.28%-2039.9pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $9,084 | $4,667+94.7% | $6,230+45.8% | $3,192+184.6% |
| Admin fee / account holder | $8 | $5,881-99.9% | $9,015-99.9% | $4,297-99.8% |