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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,788 |
Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $6,915 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,260 | $69,515-85.2% | $86,868-88.2% | $85,856-88.1% |
| Participation rate | 85.2% | 66.3%+18.9pp | 71.6%+13.6pp | 69.3%+15.9pp |
| Annual return | 13.71% | 20.12%-6.4pp | 63.53%-49.8pp | 318.58%-304.9pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,496-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,528 | $2,919+20.9% | $3,699-4.6% | $3,952-10.7% |
| Admin fee / account holder | $219 | $5,972-96.3% | $5,829-96.2% | $6,261-96.5% |