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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 16 · EIN 26-4310632 | Consulting | $21,124 |
LJ MOSBY, P.C.1 year Filed as: L J MOSBY PC Service code 16 · EIN 84-1656069 | Consulting | $11,500 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Fees | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$55,331 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,151 | $155,795-29.9% | $136,298-19.9% | $69,631+56.8% |
| Participation rate | 84.9% | 75.2%+9.7pp | 81.9%+3.0pp | 70.7%+14.2pp |
| Annual return | 21.65% | 232464.33%-232442.7pp | 5156.27%-5134.6pp | 27571.02%-27549.4pp |
| Employer contribution / active EE | $2,684 | $2,991-10.3% | $4,696-42.8% | $2,032+32.1% |
| Participant deferral / active EE | $10,097 | $5,394+87.2% | $6,247+61.6% | $3,224+213.2% |
| Admin fee / account holder | -$28 | $128-121.8% | $9,244-100.3% | $110-125.3% |