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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 | $101,591-23.8% | $147,096-47.4% | $74,429+4.0% |
| Participation rate | 76.4% | 75.5%+0.9pp | 82.2%-5.8pp | 67.2%+9.2pp |
| Annual return | 16.96% | 8746.45%-8729.5pp | 419.75%-402.8pp | 1368.38%-1351.4pp |
| Employer contribution / active EE | $2,200 | $3,813-42.3% | $4,936-55.4% | $2,625-16.2% |
| Participant deferral / active EE | $7,340 | $7,302+0.5% | $8,071-9.1% | $4,348+68.8% |
| Admin fee / account holder | $211 | $1,750-87.9% | $13,005-98.4% | $1,944-89.2% |