Filed May 23, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $62,356 |
Filed as: MORGAN STANLEY INS SERVICES Service code 49 | Other Services | $16,697 |
ORENDA RETIREMENT, LLC1 year Service code 13 | Contract Administrator | $7,407 |
ORENDA RETIREMENT, LLC1 year Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $3,401 |
Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,467 | $73,102-54.2% | $123,553-72.9% | $56,289-40.5% |
| Participation rate | 79.2% | 74.3%+4.9pp | 82.3%-3.1pp | 69.9%+9.4pp |
| Annual return | -14.48% | 3.01%-17.5pp | 119.21%-133.7pp | -9.96%-4.5pp |
| Employer contribution / active EE | $270 | $2,977-90.9% | $4,628-94.2% | $2,111-87.2% |
| Participant deferral / active EE | $3,123 | $5,423-42.4% | $6,426-51.4% | $3,350-6.8% |
| Admin fee / account holder | $292 | $554-47.4% | $9,284-96.9% | $521-44.0% |