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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $28,571 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $6,302 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,577 | $56,540-91.9% | $185,849-97.5% | $86,821-94.7% |
| Participation rate | 30.6% | 65.5%-34.9pp | 81.7%-51.1pp | 72.3%-41.7pp |
| Annual return | 20.40% | 118.20%-97.8pp | 122.10%-101.7pp | 97.94%-77.5pp |
| Employer contribution / active EE | $366 | $1,844-80.1% | $5,169-92.9% | $2,406-84.8% |
| Participant deferral / active EE | $653 | $2,555-74.4% | $5,569-88.3% | $4,132-84.2% |
| Admin fee / account holder | $90 | $150-39.9% | $16,244-99.4% | $170-47.0% |