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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $43,141 |
Filed as: MORGAN STANLEY GLOBAL BA Service code 27 · EIN 26-4310632 | Advisory (Plan) | $12,293 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,459 | $66,486-79.8% | $81,370-83.5% | $77,762-82.7% |
| Participation rate | 97.9% | 68.7%+29.2pp | 69.5%+28.4pp | 70.6%+27.3pp |
| Annual return | 10.59% | 15.95%-5.4pp | 24.85%-14.3pp | 31.27%-20.7pp |
| Employer contribution / active EE | $1,342 | $2,158-37.8% | $2,464-45.5% | $2,728-50.8% |
| Participant deferral / active EE | $2,937 | $3,677-20.1% | $3,885-24.4% | $4,651-36.9% |
| Admin fee / account holder | $118 | $586-79.9% | $5,749-98.0% | $433-72.8% |