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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 | $89,670-46.8% | $94,057-49.3% | $89,670-46.8% |
| Participation rate | 83.7% | 71.2%+12.6pp | 73.3%+10.4pp | 71.2%+12.6pp |
| Annual return | 12.36% | 19.66%-7.3pp | 480.62%-468.3pp | 19.66%-7.3pp |
| Employer contribution / active EE | $4,394 | $4,041+8.7% | $2,933+49.8% | $4,041+8.7% |
| Participant deferral / active EE | $257 | $3,962-93.5% | $4,709-94.5% | $3,962-93.5% |
| Admin fee / account holder | $28 | $352-92.0% | $7,244-99.6% | $352-92.0% |