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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 22 · EIN 26-4310632 | Insurance Broker | $72,424 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $61,578 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,133 | $117,734-92.2% | $115,752-92.1% | $77,958-88.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 77.8%+22.2pp | 71.6%+28.4pp |
| Annual return | 21.20% | 17.65%+3.6pp | 19.41%+1.8pp | 20.87%+0.3pp |
| Employer contribution / active EE | $0 | $2,736-100.0% | $3,492-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $2,151 | $4,435-51.5% | $5,204-58.7% | $3,537-39.2% |
| Admin fee / account holder | $48 | $75-35.9% | $6,278-99.2% | $97-50.7% |