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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 13 ATTN MIDDLE OFFICE BALTIMORE · BALTIMORE, MD 21231 | Contract Administrator | $92,933 |
Service code 13 1125 NW COUCH ST · PORTLAND, OR 97209 | Contract Administrator | $15,760 |
PAYCHEX, INC.5 years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $15,684 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $9,184 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,748 | $72,303+2.0% | $86,698-14.9% | $64,819+13.8% |
| Participation rate | 99.1% | 80.4%+18.7pp | 76.6%+22.6pp | 71.5%+27.7pp |
| Annual return | -15.31% | 392.77%-408.1pp | 35.95%-51.3pp | 32.84%-48.2pp |
| Employer contribution / active EE | $3,565 | $2,393+49.0% | $2,837+25.7% | $2,507+42.2% |
| Participant deferral / active EE | $5,918 | $4,660+27.0% | $4,656+27.1% | $4,311+37.3% |
| Admin fee / account holder | $269 | $174+54.3% | $7,493-96.4% | $188+43.0% |