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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 15 · EIN 13-5674085 | Recordkeeping | $112,681 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 70 · EIN 26-4310632 | Consulting Fees | $81,579 |
BELLOWS ASSOCIATES, P.A.4 years Service code 10 · EIN 65-0804414 | Accounting | $20,000 |
QCWDR, LLP6+ years Service code 29 · EIN 45-1444874 | Legal | $5,547 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $38,145 | $52,960-28.0% | $86,640-56.0% | $80,157-52.4% |
| Participation rate | 83.7% | 62.4%+21.3pp | 71.7%+12.0pp | 72.9%+10.8pp |
| Annual return | 9.83% | 24.84%-15.0pp | 592.52%-582.7pp | 40.39%-30.6pp |
| Employer contribution / active EE | $4,750 | $2,138+122.2% | $3,024+57.1% | $2,977+59.5% |
| Participant deferral / active EE | $196 | $3,226-93.9% | $4,438-95.6% | $5,015-96.1% |
| Admin fee / account holder | $56 | $113-50.4% | $5,616-99.0% | $145-61.3% |