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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $73,945 |
Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 49 · EIN 51-0116113 | Other Services | $23,192 |
S B H U LIFE AGENCY INC1 year Service code 49 · EIN 13-2896238 | Other Services | $13,511 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,628 | $84,487-27.1% | $125,339-50.8% | $66,914-7.9% |
| Participation rate | 71.8% | 76.4%-4.6pp | 82.4%-10.6pp | 69.8%+2.0pp |
| Annual return | -33.02% | -8.39%-24.6pp | 572.05%-605.1pp | 1.58%-34.6pp |
| Employer contribution / active EE | $3,729 | $3,553+5.0% | $4,814-22.5% | $2,544+46.6% |
| Participant deferral / active EE | $8,255 | $6,781+21.7% | $7,446+10.9% | $4,237+94.8% |
| Admin fee / account holder | $341 | $685-50.3% | $10,010-96.6% | $593-42.6% |