Filed June 26, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Participant loan p... | $28,015 |
Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $21,701 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,487 | $71,802-70.1% | $133,975-84.0% | $57,658-62.7% |
| Participation rate | 88.0% | 85.5%+2.5pp | 87.1%+0.9pp | 70.2%+17.8pp |
| Annual return | 17.68% | 13.51%+4.2pp | 29.29%-11.6pp | 5.13%+12.5pp |
| Employer contribution / active EE | $3,903 | $3,161+23.5% | $5,211-25.1% | $1,974+97.7% |
| Participant deferral / active EE | $3,964 | $4,606-13.9% | $6,282-36.9% | $3,061+29.5% |
| Admin fee / account holder | $105 | $88+19.9% | $9,324-98.9% | $95+11.2% |