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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $675 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: J P MORGAN SECURITIES LLC Service code 61 4 CHASE METROTECH CTR FL 3RD · BROOKLYN, NY 11245 | 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 | $62,557 | $100,041-37.5% | $149,718-58.2% | $70,131-10.8% |
| Participation rate | 92.1% | 83.6%+8.5pp | 87.1%+5.1pp | 69.5%+22.6pp |
| Annual return | 19.04% | 27.43%-8.4pp | 1501.63%-1482.6pp | 73.14%-54.1pp |
| Employer contribution / active EE | $149 | $3,662-95.9% | $5,445-97.3% | $2,342-93.6% |
| Participant deferral / active EE | $8,387 | $4,983+68.3% | $6,569+27.7% | $3,332+151.7% |
| Admin fee / account holder | $5 | $8,286-99.9% | $11,283-100.0% | $4,645-99.9% |