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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $132,013 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $105,316 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,453 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,302 | $95,388-64.0% | $125,381-72.6% | $77,906-56.0% |
| Participation rate | 73.7% | 78.6%-4.9pp | 82.4%-8.7pp | 73.7%0pp |
| Annual return | -10.69% | 116.19%-126.9pp | 572.31%-583.0pp | 12.16%-22.8pp |
| Employer contribution / active EE | $3,166 | $3,666-13.7% | $4,815-34.3% | $2,846+11.2% |
| Participant deferral / active EE | $8,418 | $7,711+9.2% | $7,448+13.0% | $4,805+75.2% |
| Admin fee / account holder | $98 | $119-17.5% | $10,007-99.0% | $133-26.1% |