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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Service code 55 · EIN 26-4310632 | Other Commissions | $30,488 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,819 |
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 | $115,066 | $106,749+7.8% | $145,433-20.9% | $82,448+39.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 23.49% | 27.59%-4.1pp | 66.58%-43.1pp | 41.64%-18.2pp |
| Employer contribution / active EE | $5,132 | $3,444+49.0% | $4,554+12.7% | $2,551+101.2% |
| Participant deferral / active EE | $10,299 | $6,519+58.0% | $7,897+30.4% | $4,139+148.8% |
| Admin fee / account holder | -$64 | $8,390-100.8% | $13,129-100.5% | $7,234-100.9% |