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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 | Other Commissions | $40,328 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,750 |
DEFINITI LLC2 years Service code 13 · EIN 85-0833363 2201 TIMBERLOCH PL, STE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $15,625 |
Service code 99 | Other Fees | $4,094 |
Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 | Other Commissions | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,200 | $72,607-30.9% | $90,749-44.7% | $66,914-25.0% |
| Participation rate | 97.5% | 73.7%+23.8pp | 75.7%+21.8pp | 69.8%+27.7pp |
| Annual return | -16.41% | -12.28%-4.1pp | -12.16%-4.2pp | 1.58%-18.0pp |
| Employer contribution / active EE | $12,130 | $2,369+412.1% | $2,921+315.3% | $2,544+376.8% |
| Participant deferral / active EE | $18,087 | $3,977+354.8% | $4,564+296.3% | $4,237+326.9% |
| Admin fee / account holder | $171 | $707-75.9% | $8,445-98.0% | $593-71.2% |