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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $370 |
MORGAN STANLEY SMITH BARNEY2+ 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.
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 | $53,909 | $87,841-38.6% | $133,980-59.8% | $62,891-14.3% |
| Participation rate | 88.6% | 83.4%+5.2pp | 87.1%+1.5pp | 69.3%+19.3pp |
| Annual return | 7.09% | 12.05%-5.0pp | 29.30%-22.2pp | 20.14%-13.0pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,714 | $4,812+81.1% | $6,282+38.7% | $3,203+172.1% |
| Admin fee / account holder | $3 | $5,371-99.9% | $9,324-100.0% | $4,296-99.9% |