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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 | Other Services | $72,448 |
SBSF2 years Service code 13 · EIN 27-3232902 | Contract Administrator | $32,700 |
Filed as: CONDON O'MEARA MCGINTY Service code 10 · EIN 01-3362855 | Accounting | $13,000 |
PAPILLON PRINTING, LLC1 year Filed as: PAPILLON PRINTING LLC Service code 13 · EIN 81-5183995 | Contract Administrator | $9,712 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,530 |
MORGAN STANLEY SMITH BARNEY2 years 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.
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 | $54,482 | $62,543-12.9% | $83,322-34.6% | $55,725-2.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 77.8%+22.2pp | 70.9%+29.1pp |
| Annual return | -7.42% | 14.85%-22.3pp | 10.64%-18.1pp | 244.93%-252.4pp |
| Employer contribution / active EE | $1,522 | $2,427-37.3% | $3,379-55.0% | $2,078-26.8% |
| Participant deferral / active EE | $4,043 | $5,682-28.9% | $5,565-27.4% | $3,356+20.5% |
| Admin fee / account holder | $107 | $103+3.5% | $7,540-98.6% | $115-7.3% |