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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,097 |
Service code 13 · EIN 31-1299207 | Contract Administrator | $2,619 |
Filed as: MOGRAN STANLEY INS SERVICES Service code 49 | Other Services | $1,124 |
Filed as: MORGAN STANLEY INS SERVICES Service code 49 · EIN 51-0116113 | Other Services | $0 |
SBHU LIFE AGENCY INC1 year Filed as: SBHU LIFE AGENCY Service code 49 · EIN 13-2896238 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,365 | $72,639-37.5% | $90,766-50.0% | $66,949-32.2% |
| Participation rate | 83.8% | 73.7%+10.1pp | 75.7%+8.1pp | 69.8%+14.0pp |
| Annual return | -18.12% | -12.28%-5.8pp | -12.16%-6.0pp | 1.57%-19.7pp |
| Employer contribution / active EE | $2,526 | $2,369+6.6% | $2,922-13.6% | $2,545-0.8% |
| Participant deferral / active EE | $4,764 | $3,979+19.7% | $4,565+4.3% | $4,239+12.4% |
| Admin fee / account holder | $69 | $708-90.2% | $8,446-99.2% | $594-88.3% |