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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 70 · EIN 26-4310632 | Consulting Fees | $126,073 |
Filed as: MERRILL LYNCH Service code 15 · EIN 13-5674085 | Recordkeeping | $123,714 |
BELLOWS ASSOCIATES, P.A.3 years Service code 10 · EIN 65-0804414 | Accounting | $34,250 |
QCWDR, LLP5+ years Service code 29 · EIN 45-1444874 | Legal | $6,544 |
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 | $34,063 | $43,236-21.2% | $82,763-58.8% | $77,906-56.3% |
| Participation rate | 83.7% | 64.2%+19.5pp | 72.6%+11.1pp | 73.7%+10.0pp |
| Annual return | -14.63% | 2.40%-17.0pp | 702.45%-717.1pp | 12.16%-26.8pp |
| Employer contribution / active EE | $3,570 | $1,924+85.5% | $3,008+18.7% | $2,846+25.4% |
| Participant deferral / active EE | $195 | $3,069-93.6% | $4,395-95.6% | $4,805-95.9% |
| Admin fee / account holder | $55 | $102-46.7% | $5,325-99.0% | $133-58.8% |