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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BANKING Service code 15 ATTN ADVISORY FEE BILLING · BALTIMORE, MD 21231 | Recordkeeping | $26,007 |
PAYCHEX, INC.5+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $23,430 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,417 | $98,982-51.1% | $162,177-70.1% | $65,185-25.7% |
| Participation rate | 98.4% | 85.8%+12.6pp | 87.6%+10.9pp | 70.2%+28.2pp |
| Annual return | 21.84% | 24.84%-3.0pp | 115.60%-93.8pp | 29.38%-7.5pp |
| Employer contribution / active EE | $2,692 | $3,467-22.3% | $5,613-52.0% | $2,177+23.7% |
| Participant deferral / active EE | $5,484 | $5,384+1.9% | $7,297-24.8% | $3,514+56.1% |
| Admin fee / account holder | $188 | $596-68.5% | $10,843-98.3% | $847-77.8% |