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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 27 1300 THAMES ST WHARF 4TH FL · BALTIMORE, MD 212319907 | Advisory (Plan) | $9,478 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,080 | $185,342-61.6% | $111,297-36.1% | $86,799-18.1% |
| Participation rate | 86.4% | 81.0%+5.5pp | 77.3%+9.1pp | 72.3%+14.2pp |
| Annual return | 10.91% | 500.80%-489.9pp | 54.65%-43.7pp | 97.91%-87.0pp |
| Employer contribution / active EE | $2,273 | $2,246+1.2% | $2,731-16.8% | $2,405-5.5% |
| Participant deferral / active EE | $4,870 | $4,458+9.2% | $4,487+8.5% | $4,131+17.9% |
| Admin fee / account holder | $22 | $255-91.6% | $7,964-99.7% | $170-87.3% |