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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $24,923 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,759 |
K A L L ACCOUNTANCY6 years Filed as: K A L L ACCOUNTANCY CORP Service code 10 · EIN 83-2920367 | Accounting | $8,561 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,329 | $79,223-6.2% | $102,460-27.5% | $74,478-0.2% |
| Participation rate | 84.5% | 74.8%+9.7pp | 76.5%+8.0pp | 67.2%+17.3pp |
| Annual return | 9.48% | 54.98%-45.5pp | 29.47%-20.0pp | 1370.56%-1361.1pp |
| Employer contribution / active EE | $1,699 | $2,363-28.1% | $3,025-43.8% | $2,626-35.3% |
| Participant deferral / active EE | $5,748 | $4,417+30.1% | $5,056+13.7% | $4,350+32.1% |
| Admin fee / account holder | $339 | $2,003-83.1% | $9,460-96.4% | $1,946-82.6% |