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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $8,538 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004 | Other Commissions | $7,314 |
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 | $27,884 | $51,466-45.8% | $78,778-64.6% | $62,293-55.2% |
| Participation rate | 78.1% | 59.8%+18.3pp | 69.2%+8.9pp | 69.5%+8.6pp |
| Annual return | 17.24% | 19.96%-2.7pp | 35.62%-18.4pp | 28.90%-11.7pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,284 | $2,147+6.3% | $2,958-22.8% | $3,169-27.9% |
| Admin fee / account holder | $73 | $489-85.1% | $5,134-98.6% | $479-84.8% |