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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $13,700 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 · EIN 51-0116113 | Insurance Broker | $6,361 |
Filed as: MID-ATLANTIC Service code 22 · EIN 26-0010549 | Insurance Broker | $1,681 |
PAYCHEX, INC.1 year Filed as: PAYCHEX, INC Service code 15 · EIN 16-1124166 | Recordkeeping | $911 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,623 | $73,102-73.2% | $123,552-84.1% | $56,287-65.1% |
| Participation rate | 62.4% | 74.3%-11.9pp | 82.3%-19.9pp | 69.9%-7.5pp |
| Annual return | 65.07% | 3.01%+62.1pp | 119.20%-54.1pp | -9.96%+75.0pp |
| Employer contribution / active EE | $2,854 | $2,977-4.1% | $4,628-38.3% | $2,111+35.2% |
| Participant deferral / active EE | $6,717 | $5,423+23.9% | $6,426+4.5% | $3,350+100.5% |
| Admin fee / account holder | $88 | $554-84.1% | $9,285-99.1% | $521-83.1% |