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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127293 | Contract Administrator | $24,946 |
Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $3,596 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,780 | $91,559-39.1% | $133,971-58.4% | $79,852-30.1% |
| Participation rate | 55.3% | 73.3%-18.0pp | 79.8%-24.5pp | 69.6%-14.3pp |
| Annual return | 13.84% | 61.85%-48.0pp | 45.09%-31.3pp | 31.72%-17.9pp |
| Employer contribution / active EE | $3,356 | $2,384+40.8% | $3,919-14.4% | $2,471+35.8% |
| Participant deferral / active EE | $2,971 | $3,734-20.4% | $5,047-41.1% | $3,740-20.6% |
| Admin fee / account holder | $402 | $6,321-93.6% | $8,929-95.5% | $5,306-92.4% |