Filed December 19, 2016
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 49 · EIN 26-4310632 | Other Services | $24,783 |
Service code 14 1320 HARBOR BAY PKWY, SUITE 210 · ALAMEDA, CA 94502 | Plan Administrator | $2,395 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $433 |
Filed as: VOYA RETIREMENT INSURANCE Service code 26 · EIN 71-0294708 | Advisory (Participants) | $433 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $17,417 | $124,414-86.0% | $115,170-84.9% | $67,579-74.2% |
| Participation rate | 96.2% | 58.1%+38.2pp | 75.9%+20.3pp | 71.3%+25.0pp |
| Annual return | 21.99% | 29.40%-7.4pp | 35.60%-13.6pp | 378.56%-356.6pp |
| Employer contribution / active EE | $453 | $1,454-68.8% | $3,179-85.7% | $2,148-78.9% |
| Participant deferral / active EE | $2,804 | $2,331+20.3% | $4,169-32.7% | $3,539-20.8% |
| Admin fee / account holder | $58 | $361-83.8% | $7,089-99.2% | $142-58.9% |