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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY INS SERVICES INC. Service code 49 | Other Services | $55,361 |
SBSF1 year Service code 13 · EIN 27-3232902 | Contract Administrator | $34,308 |
KDDI GROUP 401K PLAN1 year Service code 49 · EIN 01-3362855 | Other Services | $13,000 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,182 |
Filed as: MORGAN STANLEY INS SERVICES Service code 49 · EIN 51-0116113 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,941 | $65,592-26.9% | $90,161-46.8% | $69,631-31.2% |
| Participation rate | 99.3% | 77.6%+21.7pp | 76.9%+22.5pp | 70.7%+28.6pp |
| Annual return | 16.13% | 57.10%-41.0pp | 34.89%-18.8pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $1,159 | $2,193-47.2% | $3,318-65.1% | $2,032-43.0% |
| Participant deferral / active EE | $3,093 | $5,257-41.2% | $5,287-41.5% | $3,224-4.0% |
| Admin fee / account holder | $48 | $86-44.5% | $5,943-99.2% | $110-57.0% |