Filed June 26, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Service code 55 · EIN 26-4310632 | Other Commissions | $14,115 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,525 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,108 | $61,214-55.7% | $83,333-67.5% | $56,287-51.8% |
| Participation rate | 98.9% | 72.6%+26.3pp | 77.8%+21.1pp | 69.9%+29.0pp |
| Annual return | -5.42% | 0.42%-5.8pp | 10.63%-16.1pp | -9.96%+4.5pp |
| Employer contribution / active EE | $532 | $1,925-72.4% | $3,379-84.2% | $2,111-74.8% |
| Participant deferral / active EE | $3,172 | $5,091-37.7% | $5,565-43.0% | $3,350-5.3% |
| Admin fee / account holder | $23 | $512-95.5% | $7,510-99.7% | $521-95.5% |