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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 | Recordkeeping Fees | $10,819 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 | Other Commissions | $4,505 |
ASCENSUS LLC1 year Filed as: RETIREMENT MANAGEMENT SERVICES LLC Service code 13 | Contract Administrator | $3,239 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 | Investment Management | $723 |
Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 | Other Commissions | $183 |
Filed as: MORGAN STANLEY INSURANCE SERVICES Service code 55 | Other Commissions | $0 |
Participant contribution per participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,481 | $84,233-85.2% | $170,436-92.7% | $70,131-82.2% |
| Participation rate | 70.4% | 70.8%-0.5pp | 83.6%-13.2pp | 69.5%+0.8pp |
| Annual return | 21.11% | 23.06%-2.0pp | 205.94%-184.8pp | 73.14%-52.0pp |
| Employer contribution / active EE | $553 | $3,387-83.7% | $5,433-89.8% | $2,342-76.4% |
| Participant deferral / active EE | $676 | $3,086-78.1% | $4,939-86.3% | $3,332-79.7% |
| Admin fee / account holder | $91 | $5,698-98.4% | $13,880-99.3% | $4,645-98.0% |