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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $42,466 |
Filed as: MORGAN STANLEY GLOBAL Service code 26 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Participants) | $30,340 |
GLOBAL WEALTH MANAGEMENT1 year Service code 26 · EIN 27-2260414 | Advisory (Participants) | $9,880 |
Service code 37 · EIN 22-2755716 1161 BROAD STREET · SHREWSBURY, NJ 07702 | Loan Processing | $4,000 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,398 | $82,202-52.1% | $125,339-68.6% | $64,808-39.2% |
| Participation rate | 53.2% | 77.9%-24.7pp | 82.4%-29.2pp | 71.5%-18.3pp |
| Annual return | -17.33% | 3.48%-20.8pp | 572.05%-589.4pp | 32.82%-50.1pp |
| Employer contribution / active EE | $2,383 | $3,615-34.1% | $4,814-50.5% | $2,506-4.9% |
| Participant deferral / active EE | $4,719 | $7,175-34.2% | $7,446-36.6% | $4,310+9.5% |
| Admin fee / account holder | $175 | $163+7.0% | $10,010-98.3% | $188-7.0% |