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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 50 · EIN 26-4310632 | Direct Payment | $145,259 |
Filed as: MERRILL LYNCH Service code 15 · EIN 13-5674085 | Recordkeeping | $78,133 |
BELLOWS ASSOCIATES, P.A.6 years Service code 10 · EIN 65-0804414 | Accounting | $20,000 |
QCWDR, LLP8+ years Service code 29 · EIN 45-1444874 | Legal | $6,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,708 | $56,734-15.9% | $68,368-30.2% | $103,975-54.1% |
| Participation rate | 83.7% | 61.6%+22.2pp | 73.8%+10.0pp | 72.5%+11.2pp |
| Annual return | 12.36% | 13.73%-1.4pp | 292.57%-280.2pp | 19.41%-7.1pp |
| Employer contribution / active EE | $4,394 | $1,867+135.4% | $2,649+65.9% | $3,722+18.0% |
| Participant deferral / active EE | $257 | $2,940-91.2% | $4,123-93.8% | $5,343-95.2% |
| Admin fee / account holder | $28 | $263-89.4% | $5,150-99.5% | $332-91.6% |