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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $30,689 |
MORGAN STANLEY SMITH BARNEY2 years Service code 22 · EIN 51-0116113 | Insurance Broker | $10,244 |
Filed as: RETIREMENT STRATEGIES, INC Service code 15 · EIN 58-2380163 | Recordkeeping | $525 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,779 | $59,186-75.0% | $76,768-80.7% | $56,287-73.7% |
| Participation rate | 84.3% | 75.2%+9.0pp | 77.0%+7.3pp | 69.9%+14.4pp |
| Annual return | -10.25% | 6.62%-16.9pp | 2.43%-12.7pp | -9.96%-0.3pp |
| Employer contribution / active EE | $702 | $1,759-60.1% | $2,485-71.8% | $2,111-66.8% |
| Participant deferral / active EE | $2,767 | $3,255-15.0% | $3,852-28.2% | $3,350-17.4% |
| Admin fee / account holder | $223 | $489-54.4% | $6,675-96.7% | $521-57.2% |