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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $19,439 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $18,557 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,258 | $36,916-34.3% | $156,551-84.5% | $57,658-57.9% |
| Participation rate | 67.9% | 63.4%+4.5pp | 84.0%-16.1pp | 70.2%-2.3pp |
| Annual return | 4.26% | 12.38%-8.1pp | 32.23%-28.0pp | 5.13%-0.9pp |
| Employer contribution / active EE | $1,100 | $1,571-29.9% | $5,501-80.0% | $1,974-44.3% |
| Participant deferral / active EE | $1,240 | $1,926-35.6% | $4,871-74.5% | $3,061-59.5% |
| Admin fee / account holder | $93 | $82+13.3% | $13,028-99.3% | $95-1.1% |