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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $46,639 |
Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 26-4310632 | Advisory (Plan) | $13,879 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,147 | $140,800-90.7% | $89,340-85.3% | $79,634-83.5% |
| Participation rate | 97.0% | 61.9%+35.1pp | 69.6%+27.4pp | 62.5%+34.5pp |
| Annual return | 10.36% | 17.84%-7.5pp | 20.57%-10.2pp | 36.46%-26.1pp |
| Employer contribution / active EE | $1,424 | $2,021-29.5% | $2,231-36.2% | $2,529-43.7% |
| Participant deferral / active EE | $3,245 | $3,219+0.8% | $3,823-15.1% | $3,835-15.4% |
| Admin fee / account holder | $117 | $1,610-92.7% | $6,704-98.3% | $1,002-88.3% |