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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANTLEY INS SERVICES INC Service code 53 1 NEW YORK PLAZA FLOOR 12 · NEW YORK, NY 10004 | Insurance Commissions | $5,551 |
Filed as: DYATECH LLC Service code 15 381 HIGHLAND COLONY PKWY · RIDGELAND, MS 39157 | Recordkeeping | $487 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $9,793 | $59,186-83.5% | $76,768-87.2% | $56,287-82.6% |
| Participation rate | 45.8% | 75.2%-29.4pp | 77.0%-31.2pp | 69.9%-24.1pp |
| Annual return | -5.93% | 6.62%-12.5pp | 2.43%-8.4pp | -9.96%+4.0pp |
| Employer contribution / active EE | $404 | $1,759-77.0% | $2,485-83.7% | $2,111-80.9% |
| Participant deferral / active EE | $1,200 | $3,255-63.1% | $3,852-68.9% | $3,350-64.2% |
| Admin fee / account holder | $8 | $489-98.5% | $6,675-99.9% | $521-98.6% |