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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $21,046 |
Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $19,813 |
Filed as: MORGANSTANLEY GLOBAL BANKING OPS Service code 27 · EIN 11-3658445 | Advisory (Plan) | $11,275 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $139,159 | $47,479+193.1% | $62,929+121.1% | $82,448+68.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 11.65% | 20.34%-8.7pp | 1063.93%-1052.3pp | 41.64%-30.0pp |
| Employer contribution / active EE | $3,331 | $1,885+76.7% | $2,505+33.0% | $2,551+30.6% |
| Participant deferral / active EE | $6,958 | $2,870+142.4% | $3,888+79.0% | $4,139+68.1% |
| Admin fee / account holder | $356 | $3,804-90.6% | $5,065-93.0% | $7,234-95.1% |