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| Provider | Service type | Compensation |
|---|---|---|
WEALTHMD CORPORATION3+ years Service code 26 · EIN 20-4720045 | Advisory (Participants) | $149,997 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $19,750 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $5,653 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $118,968 | $74,552+59.6% | $63,005+88.8% | $69,631+70.9% |
| Participation rate | 90.2% | 78.3%+11.9pp | 74.8%+15.4pp | 70.7%+19.5pp |
| Annual return | 14.32% | 15.77%-1.4pp | 87.59%-73.3pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $6,022 | $2,929+105.6% | $2,760+118.2% | $2,032+196.4% |
| Participant deferral / active EE | $2,996 | $2,974+0.7% | $3,329-10.0% | $3,224-7.1% |
| Admin fee / account holder | $238 | $59+300.6% | $3,599-93.4% | $110+115.5% |