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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 19 · EIN 94-1671384 800 NEWPORT CENTER DR, STE 700 · NEWPORT BEACH, CA 92660 | Securities Custodian | $44,597 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 13 · EIN 33-0043744 23046 AVENIDA DE LA CARLOTA · LAGUNA HILLS, CA 92653 | Contract Administrator | $30,331 |
GARDNER & QUAN2+ years Service code 29 · EIN 95-3121056 5000 BIRCH STREET SUITE 4400 · NEWPORT BEACH, CA 92660 | Legal | $4,291 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $153,769-100.0% | $133,975-100.0% | $273,972-100.0% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.1%-87.1pp | 83.0%-83.0pp |
| Annual return | -94.96% | 36.51%-131.5pp | 29.29%-124.3pp | 41.46%-136.4pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |