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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: J.P. MORGAN SECURITIES LLC Service code 27 · EIN 13-4110995 | Advisory (Plan) | $216,353 |
Filed as: CONDUENT HR CONSULTING Service code 11 PO BOX 202617 · DALLAS, TX 753202617 | Actuarial | $104,353 |
MATRIX TRUST COMPANY4+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $26,524 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $56,828-100.0% | $476,019-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 10.9%-10.9pp | 5.3%-5.3pp | 46.4%-46.4pp |
| Annual return | -9.89% | -0.75%-9.1pp | 4.36%-14.2pp | -82.67%+72.8pp |
| Employer contribution / active EE | $201,988 | $45,586+343.1% | $27,383+637.6% | $43,771+361.5% |
| Participant deferral / active EE | $0 | $51-100.0% | $75-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $6,727-100.0% | $14,020-100.0% | $11,204-100.0% |