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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Account maintenance fees; Participant... | $129,021 |
Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $54,808 |
Filed as: KRAVITZ, INC Service code 15 · EIN 95-3207191 | Recordkeeping | $10,835 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,768 | $37,213-3.9% | $156,551-77.2% | $63,975-44.1% |
| Participation rate | 13.8% | 65.0%-51.2pp | 84.0%-70.2pp | 71.1%-57.3pp |
| Annual return | 10.26% | 47.89%-37.6pp | 32.23%-22.0pp | 48.65%-38.4pp |
| Employer contribution / active EE | $67 | $1,357-95.1% | $5,501-98.8% | $2,182-96.9% |
| Participant deferral / active EE | $1,343 | $2,070-35.1% | $4,871-72.4% | $3,356-60.0% |
| Admin fee / account holder | $279 | $56+395.9% | $13,028-97.9% | $70+296.6% |