Filed June 9, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $283,095 |
MELTON & MELTON LLP9+ years Filed as: MELTON & MELTON Service code 10 · EIN 74-1550819 | Accounting | $31,853 |
BARTON LAW OFFICE'S9+ years Service code 29 · EIN 74-2860676 | Legal | $27,516 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$175,483 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,601 | $136,853-55.0% | $130,298-52.7% | $80,187-23.2% |
| Participation rate | 82.8% | 81.6%+1.2pp | 76.3%+6.6pp | 72.9%+9.9pp |
| Annual return | 18.90% | 22.66%-3.8pp | 38.90%-20.0pp | 40.40%-21.5pp |
| Employer contribution / active EE | $1,790 | $3,395-47.3% | $4,128-56.6% | $2,980-39.9% |
| Participant deferral / active EE | $5,615 | $5,856-4.1% | $6,790-17.3% | $5,016+11.9% |
| Admin fee / account holder | $32 | $184-82.8% | $6,025-99.5% | $145-78.1% |