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| Provider | Service type | Compensation |
|---|---|---|
GWL&A1+ years Filed as: GWL & A Service code 15 · EIN 84-0467907 | Recordkeeping | $13,071 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J P MORGAN SECURITIES LLC Service code 26 · EIN 13-4110995 | Advisory (Participants) | $643 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J. P. MORGAN SECURITIES LLC Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $35,336 | $50,498-30.0% | $75,784-53.4% | $55,191-36.0% |
| Participation rate | 0.0% | 69.4%-69.4pp | 75.8%-75.8pp | 69.2%-69.2pp |
| Annual return | -4.74% | 1.80%-6.5pp | 9.68%-14.4pp | 10.78%-15.5pp |
| Employer contribution / active EE | $1,450 | $2,291-36.7% | $3,323-56.4% | $1,899-23.6% |
| Participant deferral / active EE | $2,383 | $2,589-8.0% | $3,652-34.8% | $3,046-21.8% |
| Admin fee / account holder | $80 | $123-34.7% | $5,300-98.5% | $91-11.5% |