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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7 years Filed as: J.P. MORGAN SECURITIES LLC Service code 27 · EIN 13-4110995 | Advisory (Plan) | $179,219 |
BUCK GLOBAL, LLC1 year Service code 11 PO BOX 207640 · DALLAS, TX 75320 | Actuarial | $106,054 |
MILLER KAPLAN ARASE LLP9+ years Service code 10 · EIN 95-2036255 | Accounting | $34,000 |
MATRIX TRUST COMPANY9+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $25,538 |
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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 | $89,087-100.0% | $80,293-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 10.9%-10.9pp | 5.6%-5.6pp | 55.8%-55.8pp |
| Annual return | 10.39% | 16.55%-6.2pp | 15.31%-4.9pp | 24.44%-14.1pp |
| Employer contribution / active EE | $0 | $42,466-100.0% | $28,686-100.0% | $41,348-100.0% |
| Participant deferral / active EE | $0 | $112-100.0% | $126-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $411-100.0% | $456-100.0% | $22,013-100.0% |