Filed January 25, 2021 (most recent of 3 filings on file)
Total covered: 15 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $577,223 |
Filed as: MORGAN STANLEY DOM. HOLDINGS, INC. Service code 27 · EIN 20-8764829 | Advisory (Plan) | $101,250 |
FINDLEY2 years Service code 99 · EIN 34-1213174 | Other Fees | $39,033 |
EISNERAMPER LLP1 year Service code 16 · EIN 13-1639826 | Consulting | $17,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,131 | $95,048+27.4% | $141,200-14.2% | $82,204+47.4% |
| Participation rate | 65.8% | 73.7%-8.0pp | 82.5%-16.7pp | 73.4%-7.6pp |
| Annual return | 22.16% | 26.89%-4.7pp | 71.41%-49.3pp | 26.31%-4.2pp |
| Employer contribution / active EE | $1,798 | $2,921-38.4% | $4,736-62.0% | $2,707-33.6% |
| Participant deferral / active EE | $3,985 | $5,907-32.5% | $6,710-40.6% | $4,246-6.1% |
| Admin fee / account holder | $134 | $78+72.7% | $10,265-98.7% | $76+77.5% |