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| Provider | Service type | Compensation |
|---|---|---|
THE BENEFIT PRACTICE2 years Service code 99 · EIN 11-1000111 | Other Fees | $33,487 |
Filed as: VRIAC Service code 26 · EIN 71-0194708 | Advisory (Participants) | $9,224 |
MORNINGSTAR2 years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $533 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $59 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,827 | $40,174-63.1% | $84,023-82.4% | $67,582-78.1% |
| Participation rate | 82.7% | 62.7%+20.0pp | 69.0%+13.7pp | 71.3%+11.4pp |
| Annual return | 19.43% | 25.82%-6.4pp | 71.32%-51.9pp | 378.57%-359.1pp |
| Employer contribution / active EE | $925 | $808+14.6% | $1,984-53.4% | $2,148-56.9% |
| Participant deferral / active EE | $2,787 | $2,301+21.1% | $3,239-13.9% | $3,539-21.2% |
| Admin fee / account holder | $71 | $128-44.9% | $6,102-98.8% | $142-50.3% |