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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $61,352 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL Service code 26 1300 THAMES STREET · WHARF, MD 21231 | Advisory (Participants) | $50,022 |
Service code 37 1161 BROAD STREET · SHREWSBURY, NJ 07702 | Loan Processing | $5,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,929 | $95,274-57.0% | $135,903-69.9% | $74,419-45.0% |
| Participation rate | 68.2% | 78.2%-10.0pp | 81.9%-13.7pp | 70.7%-2.6pp |
| Annual return | 23.00% | 32.77%-9.8pp | 68.23%-45.2pp | 34.38%-11.4pp |
| Employer contribution / active EE | $2,429 | $3,874-37.3% | $4,856-50.0% | $2,637-7.9% |
| Participant deferral / active EE | $4,906 | $7,782-37.0% | $7,758-36.8% | $4,528+8.4% |
| Admin fee / account holder | $169 | $266-36.5% | $10,762-98.4% | $348-51.4% |