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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $35,417 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,038 |
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 | $53,303 | $69,774-23.6% | $67,575-21.1% | $74,459-28.4% |
| Participation rate | 74.9% | 71.4%+3.5pp | 72.9%+2.0pp | 67.2%+7.7pp |
| Annual return | 18.53% | -40.53%+59.1pp | 3528.98%-3510.4pp | 1369.70%-1351.2pp |
| Employer contribution / active EE | $1,445 | $2,710-46.7% | $2,736-47.2% | $2,626-45.0% |
| Participant deferral / active EE | $3,489 | $3,636-4.0% | $4,003-12.8% | $4,350-19.8% |
| Admin fee / account holder | $20 | $890-97.8% | $3,993-99.5% | $1,945-99.0% |