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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN Service code 15 · EIN 71-0930784 | Recordkeeping | $52,974 |
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.
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 | $101,141 | $79,519+27.2% | $95,956+5.4% | $73,412+37.8% |
| Participation rate | 30.2% | 81.2%-51.0pp | 77.1%-46.9pp | 72.2%-42.0pp |
| Annual return | 12.21% | 19.20%-7.0pp | 91.63%-79.4pp | 59.30%-47.1pp |
| Employer contribution / active EE | $965 | $2,048-52.9% | $2,541-62.0% | $2,234-56.8% |
| Participant deferral / active EE | $1,644 | $4,138-60.3% | $4,167-60.5% | $3,806-56.8% |
| Admin fee / account holder | $207 | $184+12.3% | $6,797-97.0% | $158+31.1% |