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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 11 TWO JERICHO PLAZA · JERICHO, NY 11753 | Actuarial | $27,538 |
CORRELL CO.8+ years Filed as: CORRELL CO Service code 15 · EIN 36-3492086 | Recordkeeping | $16,465 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,921 | $84,499-9.0% | $125,391-38.7% | $66,949+14.9% |
| Participation rate | 83.8% | 76.4%+7.4pp | 82.4%+1.4pp | 69.8%+14.0pp |
| Annual return | -17.52% | -8.49%-9.0pp | 572.41%-589.9pp | 1.57%-19.1pp |
| Employer contribution / active EE | $3,372 | $3,554-5.1% | $4,816-30.0% | $2,545+32.5% |
| Participant deferral / active EE | $9,780 | $6,785+44.1% | $7,448+31.3% | $4,239+130.7% |
| Admin fee / account holder | $308 | $685-55.1% | $10,009-96.9% | $594-48.2% |