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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 · EIN 20-8764829 | Other Fees | $23,077 |
RETIREMENT SOLUTIONS SPECIALISTS1+ years Service code 49 PO BOX 601070 · JACKSONVILLE, FL 32260 | Other Services | $17,034 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,737 | $91,474-28.1% | $135,982-51.7% | $71,529-8.1% |
| Participation rate | 70.1% | 75.7%-5.6pp | 81.9%-11.8pp | 67.9%+2.2pp |
| Annual return | 18.59% | 29.89%-11.3pp | 68.32%-49.7pp | 28.97%-10.4pp |
| Employer contribution / active EE | $2,100 | $3,705-43.3% | $4,859-56.8% | $2,590-18.9% |
| Participant deferral / active EE | $6,871 | $7,095-3.2% | $7,760-11.5% | $4,291+60.1% |
| Admin fee / account holder | $194 | $1,267-84.7% | $10,767-98.2% | $1,588-87.8% |