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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Service code 55 · EIN 26-4310632 | Other Commissions | $13,751 |
Service code 37 · EIN 04-2647786 | Loan Processing | $875 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $48,406 | $98,760-51.0% | $149,715-67.7% | $79,858-39.4% |
| Participation rate | 90.4% | 75.8%+14.6pp | 82.5%+7.9pp | 69.6%+20.7pp |
| Annual return | 14.99% | 27.43%-12.4pp | 276.66%-261.7pp | 31.72%-16.7pp |
| Employer contribution / active EE | $1,112 | $3,217-65.4% | $4,645-76.1% | $2,471-55.0% |
| Participant deferral / active EE | $5,305 | $5,681-6.6% | $6,842-22.5% | $3,740+41.8% |
| Admin fee / account holder | $9 | $6,053-99.9% | $9,310-99.9% | $5,306-99.8% |