Filed June 9, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Service code 26 · EIN 26-4310632 | Advisory (Participants) | $300,903 |
Service code 37 · EIN 04-2647786 | Loan Processing | $63,564 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $28,680 |
MELTON & MELTON LLP2 years Filed as: MELTON & MELTON, LLP Service code 10 · EIN 74-1550819 | Accounting | $21,291 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,323 | $118,101-64.2% | $106,387-60.2% | $75,289-43.8% |
| Participation rate | 96.5% | 81.4%+15.0pp | 77.5%+19.0pp | 72.4%+24.0pp |
| Annual return | 11.26% | -2.42%+13.7pp | 0.25%+11.0pp | -0.04%+11.3pp |
| Employer contribution / active EE | $2,115 | $2,880-26.6% | $3,520-39.9% | $2,405-12.1% |
| Participant deferral / active EE | $6,578 | $4,681+40.5% | $5,421+21.3% | $3,739+75.9% |
| Admin fee / account holder | $62 | $85-27.2% | $7,510-99.2% | $102-39.8% |