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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT SOLUTIONS SPECIALISTS2+ years Service code 49 PO BOX 601070 · JACKSONVILLE, FL 32260 | Other Services | $21,273 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 · EIN 20-8764829 | Other Fees | $18,368 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $77,399 | $101,672-23.9% | $147,117-47.4% | $74,478+3.9% |
| Participation rate | 76.4% | 75.5%+0.8pp | 82.2%-5.8pp | 67.2%+9.2pp |
| Annual return | 16.96% | 8757.83%-8740.9pp | 420.54%-403.6pp | 1370.56%-1353.6pp |
| Employer contribution / active EE | $2,200 | $3,813-42.3% | $4,932-55.4% | $2,626-16.2% |
| Participant deferral / active EE | $7,340 | $7,305+0.5% | $8,065-9.0% | $4,350+68.7% |
| Admin fee / account holder | $211 | $1,753-88.0% | $12,993-98.4% | $1,946-89.2% |