Filed May 18, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Service code 71 636 H STREET · EUREKA, CA 95501 | Brokerage Fees | $114,047 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,037 | $52,678+112.7% | $75,784+47.8% | $59,633+87.9% |
| Participation rate | 82.2% | 67.2%+15.0pp | 75.8%+6.4pp | 68.7%+13.6pp |
| Annual return | -1.99% | 2.95%-4.9pp | 9.68%-11.7pp | 2041.40%-2043.4pp |
| Employer contribution / active EE | $8,323 | $2,193+279.4% | $3,323+150.4% | $2,203+277.9% |
| Participant deferral / active EE | $2,080 | $2,591-19.7% | $3,652-43.0% | $3,192-34.8% |
| Admin fee / account holder | $1,079 | $3,610-70.1% | $5,300-79.6% | $4,297-74.9% |