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| Provider | Service type | Compensation |
|---|---|---|
GRANT THORNTON LLP8 years Service code 10 · EIN 39-6055558 | Accounting | $127,624 |
MORGAN STANLEY SMITH BARNEY10+ years Service code 55 · EIN 26-4310632 | Other Commissions | $110,291 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$29,504 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,276 | $89,093-43.6% | $102,434-50.9% | $77,736-35.3% |
| Participation rate | 83.5% | 80.9%+2.6pp | 76.5%+7.0pp | 70.6%+12.9pp |
| Annual return | 11.06% | 25.03%-14.0pp | 29.46%-18.4pp | 31.26%-20.2pp |
| Employer contribution / active EE | $1,025 | $2,699-62.0% | $3,023-66.1% | $2,728-62.4% |
| Participant deferral / active EE | $3,795 | $5,147-26.3% | $5,055-24.9% | $4,651-18.4% |
| Admin fee / account holder | $89 | $236-62.4% | $9,462-99.1% | $433-79.5% |