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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Service code 55 · EIN 26-4310632 | Other Commissions | $21,488 |
Service code 37 · EIN 04-2647786 | Loan Processing | $868 |
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 | $92,557 | $93,589-1.1% | $135,942-31.9% | $75,181+23.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.59% | 30.90%-11.3pp | 68.28%-48.7pp | 160.69%-141.1pp |
| Employer contribution / active EE | $5,948 | $3,537+68.2% | $4,858+22.5% | $2,671+122.7% |
| Participant deferral / active EE | $8,040 | $6,405+25.5% | $7,759+3.6% | $4,126+94.9% |
| Admin fee / account holder | $8 | $6,977-99.9% | $10,764-99.9% | $5,650-99.9% |