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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,188 |
Filed as: MORGAN STANLEY GLOBAL BA Service code 27 · EIN 26-4310632 | Advisory (Plan) | $23,773 |
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 | $43,627 | $84,482-48.4% | $125,363-65.2% | $66,930-34.8% |
| Participation rate | 88.9% | 76.4%+12.5pp | 82.4%+6.5pp | 69.8%+19.1pp |
| Annual return | -13.93% | -8.49%-5.4pp | 572.15%-586.1pp | 1.57%-15.5pp |
| Employer contribution / active EE | $1,671 | $3,553-53.0% | $4,815-65.3% | $2,545-34.3% |
| Participant deferral / active EE | $4,526 | $6,782-33.3% | $7,447-39.2% | $4,238+6.8% |
| Admin fee / account holder | $205 | $685-70.1% | $10,005-98.0% | $593-65.5% |