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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 | $65,084-5.0% | $67,681-8.7% | $64,340-3.9% |
| Participation rate | 82.9% | 66.7%+16.2pp | 73.7%+9.2pp | 55.2%+27.7pp |
| Annual return | 13.36% | 20.50%-7.1pp | 590.58%-577.2pp | 24.14%-10.8pp |
| Employer contribution / active EE | $1,706 | $2,398-28.9% | $2,678-36.3% | $1,862-8.4% |
| Participant deferral / active EE | $3,813 | $3,210+18.8% | $3,976-4.1% | $2,980+27.9% |
| Admin fee / account holder | $11 | $1,415-99.2% | $6,100-99.8% | $3,703-99.7% |