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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $24,956 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 · EIN 26-4310632 | Other Commissions | $17,715 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 · EIN 84-1532243 | Investment Management | $9,818 |
LOREN D. STARK COMPANY5+ years Service code 13 · EIN 74-1537058 | Contract Administrator | $7,050 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 · EIN 51-0116113 | Other Commissions | $1,750 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $44,667 | $65,376-31.7% | $87,102-48.7% | $65,185-31.5% |
| Participation rate | 80.1% | 75.3%+4.8pp | 76.9%+3.3pp | 70.2%+9.9pp |
| Annual return | 20.17% | 31.27%-11.1pp | 28.19%-8.0pp | 29.38%-9.2pp |
| Employer contribution / active EE | $1,125 | $1,822-38.3% | $2,521-55.4% | $2,177-48.3% |
| Participant deferral / active EE | $3,063 | $3,388-9.6% | $4,048-24.3% | $3,514-12.8% |
| Admin fee / account holder | $227 | $520-56.2% | $7,491-97.0% | $847-73.1% |