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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: J.P. MORGAN SECURITIES LLC Service code 27 · EIN 13-4110995 | Advisory (Plan) | $237,906 |
CONDUENT HR CONSULTING, LLC4 years Filed as: CONDUENT HR CONSULTING Service code 11 PO BOX 202617 · DALLAS, TX 753202617 | Actuarial | $148,808 |
MATRIX TRUST COMPANY7+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $21,201 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $54,060-100.0% | $54,060-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 3.3%-3.3pp | 37.6%-37.6pp |
| Annual return | 13.29% | 7.73%+5.6pp | 36.37%-23.1pp | 9.30%+4.0pp |
| Employer contribution / active EE | $0 | $59,889-100.0% | $37,223-100.0% | $43,748-100.0% |
| Participant deferral / active EE | $0 | $604-100.0% | $524-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $568-100.0% | $568-100.0% | $12,596-100.0% |