Filed November 18, 2024 (most recent of 5 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $294 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 49 | Other Services | $19 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,864 | $36,916-43.5% | $156,549-86.7% | $57,658-63.8% |
| Participation rate | 43.2% | 63.4%-20.2pp | 84.0%-40.8pp | 70.2%-27.0pp |
| Annual return | 9.62% | 12.38%-2.8pp | 32.23%-22.6pp | 5.13%+4.5pp |
| Employer contribution / active EE | $1,076 | $1,571-31.5% | $5,501-80.4% | $1,974-45.5% |
| Participant deferral / active EE | $1,555 | $1,926-19.2% | $4,871-68.1% | $3,061-49.2% |
| Admin fee / account holder | $40 | $82-51.0% | $13,027-99.7% | $95-57.2% |