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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-1590850 | Recordkeeping | $5,828 |
MALCOLM THOMPSON & ASSOCIATES1+ years Service code 22 · EIN 26-4203770 | Insurance Broker | $0 |
Filed as: MESTROW FINANCIAL INVESTMENT MGMT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 28 · EIN 04-1590850 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 28 · EIN 26-4310844 | Investment Management | $0 |
MORNINGSTAR1+ years Filed as: MORNING STAR ASSOCIATES, LLC Service code 28 · EIN 36-4317381 | Investment Management | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,894 | $53,412-45.9% | $68,509-57.8% | $52,331-44.8% |
| Participation rate | 88.6% | 71.7%+17.0pp | 74.7%+13.9pp | 68.1%+20.5pp |
| Annual return | -0.53% | 3.42%-4.0pp | 8.27%-8.8pp | 4.54%-5.1pp |
| Employer contribution / active EE | $1,395 | $1,607-13.2% | $2,278-38.8% | $1,882-25.9% |
| Participant deferral / active EE | $2,091 | $2,688-22.2% | $3,382-38.2% | $3,022-30.8% |
| Admin fee / account holder | $33 | $461-92.7% | $5,275-99.4% | $592-94.3% |