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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $74,765 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL Service code 26 1300 THAMES STREET · WHARF, MD 21231 | Advisory (Participants) | $52,358 |
Service code 37 1161 BROAD STREET · SHREWSBURY, NJ 07702 | Loan Processing | $8,900 |
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 | $48,167 | $106,028-54.6% | $146,958-67.2% | $77,643-38.0% |
| Participation rate | 63.8% | 78.4%-14.6pp | 82.2%-18.4pp | 70.6%-6.8pp |
| Annual return | 16.29% | 56.73%-40.4pp | 418.34%-402.1pp | 31.24%-15.0pp |
| Employer contribution / active EE | $2,730 | $4,063-32.8% | $4,933-44.7% | $2,726+0.2% |
| Participant deferral / active EE | $5,545 | $7,990-30.6% | $8,070-31.3% | $4,647+19.3% |
| Admin fee / account holder | $158 | $337-53.1% | $12,998-98.8% | $430-63.2% |