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| Provider | Service type | Compensation |
|---|---|---|
STEWART ARCHIBALD & BARNEY, LLP2+ years Service code 10 · EIN 88-0382649 | Accounting | $9,900 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,000 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 61 · EIN 26-4310632 HARBORSIDE FINANCIAL CTR PLAZA 2 · JERSEY CITY, NJ 07311 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $33,076 | $80,177-58.7% | $123,894-73.3% | $57,658-42.6% |
| Participation rate | 34.5% | 74.4%-40.0pp | 81.4%-46.9pp | 70.2%-35.8pp |
| Annual return | 10.13% | 17.90%-7.8pp | 47.52%-37.4pp | 5.13%+5.0pp |
| Employer contribution / active EE | $255 | $2,913-91.2% | $4,617-94.5% | $1,974-87.1% |
| Participant deferral / active EE | $1,278 | $5,130-75.1% | $5,984-78.6% | $3,061-58.3% |
| Admin fee / account holder | $54 | $106-49.1% | $8,357-99.4% | $95-42.8% |