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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 27 1300 THAMES ST WHARF 4TH FL · BALTIMORE, MD 21231 | Advisory (Plan) | $58,206 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $9,532 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 49 · EIN 26-4310632 | Other Services | $4 |
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).
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 | $83,555 | $35,485+135.5% | $74,551+12.1% | $55,725+49.9% |
| Participation rate | 80.3% | 62.5%+17.7pp | 69.1%+11.1pp | 70.9%+9.4pp |
| Annual return | -3.98% | 0.72%-4.7pp | 32.53%-36.5pp | 244.93%-248.9pp |
| Employer contribution / active EE | $0 | $777-100.0% | $1,961-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $5,081 | $2,181+133.0% | $3,108+63.5% | $3,356+51.4% |
| Admin fee / account holder | $16 | $114-85.6% | $5,059-99.7% | $115-85.8% |