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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS, INC. Service code 13 · EIN 95-4654044 | Contract Administrator | $1,093,963 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 16 · EIN 26-4310632 | Consulting | $150,000 |
Service code 29 · EIN 95-4177931 | Legal | $44,748 |
HILL, FARRER & BURRILL LLP3+ years Filed as: HILL, FARRER, BURILL, LLP Service code 29 · EIN 95-2153880 | Legal | $35,015 |
Filed as: PRUDENTIAL FINANCIAL Service code 19 · EIN 06-1050034 | Securities Custodian | $20,000 |
MILLER KAPLAN ARASE LLP3+ years Service code 10 · EIN 95-2036255 | Accounting | $17,700 |
Filed as: PRUDENTIAL FINANACIAL Service code 72 | Other investment fees and expenses | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $0 | $104,862-100.0% | $90,161-100.0% | $80,976-100.0% |
| Participation rate | 0.0% | 78.9%-78.9pp | 76.9%-76.9pp | 68.3%-68.3pp |
| Annual return | 18.56% | 20.18%-1.6pp | 34.89%-16.3pp | 22.91%-4.3pp |
| Employer contribution / active EE | $1,257 | $2,724-53.9% | $3,318-62.1% | $2,402-47.7% |
| Participant deferral / active EE | $501 | $6,098-91.8% | $5,287-90.5% | $3,848-87.0% |
| Admin fee / account holder | $0 | $76-100.0% | $5,943-100.0% | $67-100.0% |