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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ years Filed as: JP MORGAN Service code 15 · EIN 71-0930784 | Recordkeeping | $88,646 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,462 | $89,093+38.6% | $102,434+20.5% | $77,736+58.8% |
| Participation rate | 58.6% | 80.9%-22.4pp | 76.5%-17.9pp | 70.6%-12.0pp |
| Annual return | 12.82% | 25.03%-12.2pp | 29.46%-16.6pp | 31.26%-18.4pp |
| Employer contribution / active EE | $1,807 | $2,699-33.1% | $3,023-40.2% | $2,728-33.8% |
| Participant deferral / active EE | $3,010 | $5,147-41.5% | $5,055-40.5% | $4,651-35.3% |
| Admin fee / account holder | $180 | $236-23.5% | $9,462-98.1% | $433-58.4% |