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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127293 | Contract Administrator | $34,369 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $3,553 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,826 | $81,870-34.3% | $119,608-55.0% | $68,495-21.4% |
| Participation rate | 61.1% | 71.9%-10.8pp | 79.3%-18.2pp | 67.9%-6.8pp |
| Annual return | -12.09% | -23.82%+11.7pp | -14.98%+2.9pp | -7.84%-4.3pp |
| Employer contribution / active EE | $2,508 | $2,692-6.8% | $4,232-40.7% | $2,596-3.4% |
| Participant deferral / active EE | $4,374 | $4,148+5.5% | $5,601-21.9% | $4,028+8.6% |
| Admin fee / account holder | $430 | $6,583-93.5% | $10,326-95.8% | $5,403-92.0% |