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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 26-4310632 | Investment Management | $16,119 |
LEAVITT CHRISTENSEN & CO PLLC1+ years Filed as: LEAVITT CHRISTENSEN & CO Service code 10 · EIN 82-0398216 | Accounting | $6,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,842 | $45,283-51.8% | $155,789-86.0% | $52,331-58.3% |
| Participation rate | 48.0% | 62.2%-14.2pp | 76.1%-28.1pp | 68.1%-20.1pp |
| Annual return | -2.37% | 1.80%-4.2pp | 71.54%-73.9pp | 4.54%-6.9pp |
| Employer contribution / active EE | $545 | $1,329-59.0% | $3,839-85.8% | $1,882-71.0% |
| Participant deferral / active EE | $803 | $2,854-71.9% | $4,798-83.3% | $3,022-73.4% |
| Admin fee / account holder | $289 | $981-70.5% | $7,477-96.1% | $592-51.1% |