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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $8,545 |
DANZIGER & MARKHOFF LLP1 year Filed as: DANZIGER AND MARKHOFF LLP Service code 13 | Contract Administrator | $6,277 |
Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $1,080 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $978 |
DANZIGER & MARKHOFF LLP1 year Filed as: DANZIGER & MARKHOFF Service code 13 · EIN 13-3010201 1133 WESTCHESTER AVE. · WHITE PLAINS, NY 10604 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,687 | $55,453-33.8% | $170,435-78.5% | $62,293-41.1% |
| Participation rate | 46.5% | 66.4%-19.9pp | 83.6%-37.1pp | 69.5%-23.0pp |
| Annual return | 32.91% | 21.38%+11.5pp | 205.94%-173.0pp | 28.90%+4.0pp |
| Employer contribution / active EE | $1,508 | $2,164-30.3% | $5,432-72.2% | $2,042-26.2% |
| Participant deferral / active EE | $2,714 | $2,303+17.9% | $4,939-45.1% | $3,169-14.4% |
| Admin fee / account holder | $15 | $455-96.8% | $13,881-99.9% | $479-97.0% |