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| Provider | Service type | Compensation |
|---|---|---|
BENEFITS ADMINISTRATORS, LLC4+ years Service code 15 · EIN 61-1291181 | Recordkeeping | $18,182 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 27 · EIN 26-4310632 | Advisory (Plan) | $6,746 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $1,840 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,622 | $56,443-68.8% | $83,830-79.0% | $55,725-68.4% |
| Participation rate | 65.7% | 72.0%-6.4pp | 76.1%-10.5pp | 70.9%-5.2pp |
| Annual return | -4.24% | 393.67%-397.9pp | 850.97%-855.2pp | 244.93%-249.2pp |
| Employer contribution / active EE | $4,207 | $2,682+56.9% | $3,631+15.9% | $2,078+102.4% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $59 | $156-62.5% | $5,479-98.9% | $115-49.1% |