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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 28 · EIN 20-4310632 | Investment Management | $9,168 |
Filed as: THE RETIREMENT PLAN COMPANY Service code 11 · EIN 38-3712991 | Actuarial | $9,105 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $69,696-100.0% | $161,646-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 6.2%-6.2pp | 15.5%-15.5pp | 13.0%-13.0pp |
| Annual return | 14.72% | 12.03%+2.7pp | 12.93%+1.8pp | 13.59%+1.1pp |
| Employer contribution / active EE | $1,347 | $19,417-93.1% | $35,210-96.2% | $14,592-90.8% |
| Participant deferral / active EE | $0 | $253-100.0% | $458-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $907-100.0% | $4,659-100.0% | $29,657-100.0% |