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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 · EIN 51-0116113 | Advisory (Plan) | $32,268 |
BENEFITS ADMINISTRATORS, LLC1+ years Service code 15 · EIN 61-1291181 | Recordkeeping | $15,250 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS C Service code 15 · EIN 13-3689044 | Recordkeeping | $2,330 |
Service code 15 · EIN 31-1281022 | Recordkeeping | $50 |
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 | $18,875 | $50,498-62.6% | $75,784-75.1% | $55,191-65.8% |
| Participation rate | 75.3% | 69.4%+5.9pp | 75.8%-0.5pp | 69.2%+6.1pp |
| Annual return | -0.03% | 1.80%-1.8pp | 9.68%-9.7pp | 10.78%-10.8pp |
| Employer contribution / active EE | $7,583 | $2,291+231.0% | $3,323+128.2% | $1,899+299.4% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $5,300-100.0% | $91-100.0% |