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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $54,063 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $20,297 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $51,595 | $89,652-42.4% | $141,191-63.5% | $65,185-20.8% |
| Participation rate | 61.8% | 74.7%-12.9pp | 82.5%-20.7pp | 70.2%-8.4pp |
| Annual return | 25.74% | 32.79%-7.1pp | 71.41%-45.7pp | 29.38%-3.6pp |
| Employer contribution / active EE | $2,479 | $3,065-19.1% | $4,736-47.6% | $2,177+13.9% |
| Participant deferral / active EE | $5,061 | $5,691-11.1% | $6,710-24.6% | $3,514+44.0% |
| Admin fee / account holder | $313 | $569-45.0% | $10,264-97.0% | $847-63.1% |