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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,317 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $14,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,455 | $65,376-6.0% | $87,104-29.4% | $65,185-5.7% |
| Participation rate | 40.6% | 75.3%-34.8pp | 76.9%-36.3pp | 70.2%-29.6pp |
| Annual return | 21.06% | 31.27%-10.2pp | 28.19%-7.1pp | 29.38%-8.3pp |
| Employer contribution / active EE | $527 | $1,822-71.1% | $2,521-79.1% | $2,177-75.8% |
| Participant deferral / active EE | $1,088 | $3,388-67.9% | $4,048-73.1% | $3,514-69.0% |
| Admin fee / account holder | $434 | $520-16.6% | $7,491-94.2% | $847-48.8% |