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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 | $65,072-5.0% | $66,439-7.0% | $65,306-5.4% |
| Participation rate | 82.9% | 69.1%+13.9pp | 74.5%+8.4pp | 57.7%+25.2pp |
| Annual return | 13.36% | 21.50%-8.1pp | 757.66%-744.3pp | 21.94%-8.6pp |
| Employer contribution / active EE | $1,706 | $2,475-31.1% | $2,637-35.3% | $1,967-13.3% |
| Participant deferral / active EE | $3,813 | $3,234+17.9% | $3,876-1.6% | $2,959+28.8% |
| Admin fee / account holder | $11 | $1,323-99.2% | $6,173-99.8% | $3,480-99.7% |