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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY SEAPORT GROUP Service code 13 760 SW 9TH AVE · PORTLAND, OR 97205 | Contract Administrator | $24,706 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,997 |
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 | $44,442 | $99,957-55.5% | $149,730-70.3% | $73,493-39.5% |
| Participation rate | 86.9% | 75.7%+11.2pp | 82.5%+4.4pp | 70.7%+16.2pp |
| Annual return | 17.23% | 53.87%-36.6pp | 276.70%-259.5pp | 28.51%-11.3pp |
| Employer contribution / active EE | $3,253 | $3,191+1.9% | $4,645-30.0% | $2,270+43.3% |
| Participant deferral / active EE | $4,029 | $6,073-33.7% | $6,843-41.1% | $3,740+7.7% |
| Admin fee / account holder | $129 | $551-76.5% | $9,310-98.6% | $513-74.8% |