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 BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $238 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 49 | Other Services | $14 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,479 | $46,173-44.8% | $170,435-85.1% | $69,631-63.4% |
| Participation rate | 40.7% | 63.9%-23.2pp | 83.6%-42.9pp | 70.7%-30.0pp |
| Annual return | 17.83% | 21.62%-3.8pp | 205.94%-188.1pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $1,119 | $1,610-30.5% | $5,432-79.4% | $2,032-44.9% |
| Participant deferral / active EE | $1,696 | $2,080-18.5% | $4,939-65.7% | $3,224-47.4% |
| Admin fee / account holder | $39 | $116-66.0% | $13,881-99.7% | $110-64.3% |