Filed February 7, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4 years Service code 15 · EIN 91-0675641 | Recordkeeping | $1,047,940 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 15 · EIN 26-4310632 | Recordkeeping | $130,400 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $12,197 | $66,513-81.7% | $178,510-93.2% | $106,273-88.5% |
| Participation rate | 76.0% | 73.8%+2.2pp | 81.9%-5.9pp | 70.8%+5.2pp |
| Annual return | 14.36% | 21.81%-7.5pp | 151.13%-136.8pp | 21.70%-7.3pp |
| Employer contribution / active EE | $0 | $1,776-100.0% | $5,011-100.0% | $2,722-100.0% |
| Participant deferral / active EE | $816 | $3,679-77.8% | $5,202-84.3% | $4,601-82.3% |
| Admin fee / account holder | $57 | $53+6.3% | $13,988-99.6% | $78-27.5% |