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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 | $67,594-8.6% | $77,361-20.1% | $69,733-11.4% |
| Participation rate | 82.9% | 71.7%+11.2pp | 75.0%+7.9pp | 62.5%+20.5pp |
| Annual return | 13.36% | 19.20%-5.8pp | 1011.54%-998.2pp | 15.22%-1.9pp |
| Employer contribution / active EE | $1,706 | $2,649-35.6% | $2,990-42.9% | $2,250-24.2% |
| Participant deferral / active EE | $3,813 | $3,401+12.1% | $3,911-2.5% | $3,054+24.8% |
| Admin fee / account holder | $11 | $1,159-99.1% | $5,894-99.8% | $3,102-99.7% |