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| Provider | Service type | Compensation |
|---|---|---|
MCF ADVISORS LLC1+ years Filed as: MCF ADVISORS, LLC Service code 27 50 E RIVERCENTER BLVD STE 300 · COVINGTON, KY 41011 | Advisory (Plan) | $32,861 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN INVEST HOLDINGS LLC Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
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 | $20,665 | $107,378-80.8% | $108,582-81.0% | $57,658-64.2% |
| Participation rate | 75.7% | 77.1%-1.4pp | 79.6%-3.8pp | 70.2%+5.5pp |
| Annual return | -2.27% | 12.80%-15.1pp | -51.70%+49.4pp | 5.13%-7.4pp |
| Employer contribution / active EE | $303 | $1,782-83.0% | $3,758-91.9% | $1,974-84.7% |
| Participant deferral / active EE | $1,411 | $3,221-56.2% | $4,311-67.3% | $3,061-53.9% |
| Admin fee / account holder | $40 | $108-63.1% | $7,645-99.5% | $95-57.7% |