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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 26 · EIN 51-0116113 | Advisory (Participants) | $19,833 |
DMJ & CO., PLLC2 years Filed as: DAVENPORT MARVIN AND JOYCE Service code 10 · EIN 56-0570567 | Accounting | $9,661 |
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 | $27,788 | $104,699-73.5% | $130,026-78.6% | - |
| Participation rate | 100.0% | 73.3%+26.7pp | 78.5%+21.5pp | - |
| Annual return | 10.84% | 12.02%-1.2pp | -137.26%+148.1pp | - |
| Employer contribution / active EE | $1,515 | $2,071-26.8% | $4,321-64.9% | - |
| Participant deferral / active EE | $0 | $4,216-100.0% | $5,821-100.0% | - |
| Admin fee / account holder | $222 | $5,899-96.2% | $10,608-97.9% | - |