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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 | $50,554+175.3% | $67,681+105.6% | $87,485+59.1% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 11.65% | 17.81%-6.2pp | 590.58%-578.9pp | 26.06%-14.4pp |
| Employer contribution / active EE | $3,331 | $1,988+67.5% | $2,678+24.4% | $2,596+28.3% |
| Participant deferral / active EE | $6,958 | $2,961+135.0% | $3,976+75.0% | $4,274+62.8% |
| Admin fee / account holder | $356 | $4,132-91.4% | $6,100-94.2% | $7,775-95.4% |