Filed June 30, 2022
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 26 1300 THAMES ST WHARF 4TH FL · BALTIMORE, MD 21231 | Advisory (Participants) | $117,427 |
ACTUARIAL BENEFITS CORP6 years Service code 11 2790 SKYPARK DR. STE 300 · TORRANCE, CA 90505 | Actuarial | $25,566 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,331 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,641 |
ATTACHED TO FORM 55002 years 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 | $221,175 | $100,923+119.2% | $150,045+47.4% | $74,304+197.7% |
| Participation rate | 99.4% | 70.1%+29.3pp | 82.3%+17.1pp | 60.3%+39.0pp |
| Annual return | 19.11% | 51.77%-32.7pp | 62.55%-43.4pp | 29.43%-10.3pp |
| Employer contribution / active EE | $4,169 | $3,463+20.4% | $4,693-11.2% | $2,241+86.0% |
| Participant deferral / active EE | $13,333 | $6,709+98.7% | $7,997+66.7% | $3,767+253.9% |
| Admin fee / account holder | $797 | $2,767-71.2% | $13,435-94.1% | $2,969-73.2% |