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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $8,663 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: J P MORGAN SECURITIES LLC Service code 26 · EIN 13-4110995 | Advisory (Participants) | $180 |
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.
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 | $48,601 | $57,921-16.1% | $84,753-42.7% | $57,658-15.7% |
| Participation rate | 30.7% | 72.9%-42.2pp | 76.6%-45.8pp | 70.2%-39.5pp |
| Annual return | 7.89% | 10.24%-2.3pp | 22.78%-14.9pp | 5.13%+2.8pp |
| Employer contribution / active EE | $1,486 | $2,598-42.8% | $3,574-58.4% | $1,974-24.7% |
| Participant deferral / active EE | $2,382 | $2,742-13.1% | $3,712-35.8% | $3,061-22.2% |
| Admin fee / account holder | $73 | $130-43.6% | $5,333-98.6% | $95-22.6% |