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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $50,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,431 |
PENSION ASSURANCE LLP8+ years Filed as: PENSION ASSURANCE Service code 10 · EIN 30-0840934 | Accounting | $9,000 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,820 | $46,332+106.8% | $143,799-33.4% | $64,819+47.8% |
| Participation rate | 58.6% | 64.2%-5.6pp | 80.3%-21.7pp | 71.5%-12.9pp |
| Annual return | -18.05% | -10.05%-8.0pp | -0.04%-18.0pp | 32.84%-50.9pp |
| Employer contribution / active EE | $2,408 | $1,911+26.0% | $4,952-51.4% | $2,507-3.9% |
| Participant deferral / active EE | $2,986 | $2,647+12.8% | $5,638-47.0% | $4,311-30.7% |
| Admin fee / account holder | $196 | $154+27.7% | $14,677-98.7% | $188+4.6% |