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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 | $65,208-79.8% | $90,796-85.5% | $71,012-81.5% |
| Participation rate | 97.0% | 54.6%+42.4pp | 69.5%+27.5pp | 58.6%+38.5pp |
| Annual return | 10.36% | 18.25%-7.9pp | 19.29%-8.9pp | 37.67%-27.3pp |
| Employer contribution / active EE | $1,424 | $1,855-23.2% | $2,294-37.9% | $2,348-39.4% |
| Participant deferral / active EE | $3,245 | $2,737+18.5% | $3,822-15.1% | $3,2460% |
| Admin fee / account holder | $117 | $1,639-92.9% | $7,024-98.3% | $1,167-90.0% |