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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $45,036 |
MORGAN STANLEY SMITH BARNEY2 years 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,185 | $45,602-55.7% | $117,529-82.8% | $66,949-69.9% |
| Participation rate | 49.0% | 57.6%-8.6pp | 70.6%-21.6pp | 69.8%-20.8pp |
| Annual return | -18.34% | -16.74%-1.6pp | 29.77%-48.1pp | 1.57%-19.9pp |
| Employer contribution / active EE | $1,173 | $1,579-25.7% | $4,179-71.9% | $2,545-53.9% |
| Participant deferral / active EE | $1,861 | $2,845-34.6% | $4,072-54.3% | $4,239-56.1% |
| Admin fee / account holder | $258 | $661-61.0% | $5,645-95.4% | $594-56.6% |