Filed June 30, 2022
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 26 1300 THAMES ST WHARF 4TH FL · BALTIMORE, MD 21231 | Advisory (Participants) | $101,828 |
ACTUARIAL BENEFITS CORP5 years Service code 11 2790 SKYPARK DR. STE 300 · TORRANCE, CA 90505 | Actuarial | $30,593 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,145 |
Service code 10 · EIN 43-0831507 | Accounting | $10,800 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $554 |
ATTACHED TO FORM 55001 year Service code 28 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,135 | $101,317+99.5% | $146,958+37.5% | $74,495+171.3% |
| Participation rate | 99.3% | 75.5%+23.8pp | 82.2%+17.2pp | 67.2%+32.1pp |
| Annual return | 14.15% | 8730.91%-8716.8pp | 418.34%-404.2pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $4,248 | $3,810+11.5% | $4,933-13.9% | $2,623+62.0% |
| Participant deferral / active EE | $13,323 | $7,303+82.4% | $8,070+65.1% | $4,346+206.6% |
| Admin fee / account holder | $863 | $1,739-50.4% | $12,998-93.4% | $1,942-55.6% |