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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Service code 55 · EIN 26-4310632 | Other Commissions | $18,860 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,125 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $65,132 | $58,093+12.1% | $80,022-18.6% | $56,289+15.7% |
| Participation rate | 96.1% | 73.6%+22.5pp | 75.8%+20.3pp | 69.9%+26.3pp |
| Annual return | 8.10% | 34.63%-26.5pp | 11.22%-3.1pp | -9.96%+18.1pp |
| Employer contribution / active EE | $459 | $1,933-76.2% | $2,468-81.4% | $2,111-78.2% |
| Participant deferral / active EE | $4,597 | $3,136+46.6% | $3,686+24.7% | $3,350+37.2% |
| Admin fee / account holder | $21 | $623-96.6% | $6,521-99.7% | $521-96.0% |