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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $48,010 |
Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 49 · EIN 51-0116113 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,398 | $61,052-58.4% | $142,898-82.2% | $79,391-68.0% |
| Participation rate | 56.9% | 60.1%-3.2pp | 72.0%-15.0pp | 70.7%-13.8pp |
| Annual return | 15.51% | 16.02%-0.5pp | 5639.64%-5624.1pp | 116.88%-101.4pp |
| Employer contribution / active EE | $1,112 | $1,481-24.9% | $4,146-73.2% | $2,428-54.2% |
| Participant deferral / active EE | $2,122 | $2,879-26.3% | $3,838-44.7% | $4,046-47.5% |
| Admin fee / account holder | $287 | $659-56.4% | $6,560-95.6% | $627-54.1% |