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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $43,167 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,297 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,803 | $64,705-4.5% | $62,929-1.8% | $67,986-9.1% |
| Participation rate | 82.9% | 65.6%+17.3pp | 73.1%+9.8pp | 57.2%+25.7pp |
| Annual return | 13.36% | 20.31%-6.9pp | 1063.93%-1050.6pp | 31.67%-18.3pp |
| Employer contribution / active EE | $1,706 | $2,376-28.2% | $2,505-31.9% | $2,019-15.5% |
| Participant deferral / active EE | $3,813 | $3,198+19.2% | $3,888-1.9% | $3,358+13.5% |
| Admin fee / account holder | $11 | $1,428-99.3% | $5,065-99.8% | $3,203-99.7% |