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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BA Service code 27 · EIN 46-4036860 | Advisory (Plan) | $33,108 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,639 |
THE BENEFIT PRACTICE4 years Service code 13 · EIN 13-4144565 | Contract Administrator | $15,630 |
Filed as: MORGAN STNLEY GLOBAL BA Service code 27 | Advisory (Plan) | $6,802 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,625 | $100,272-56.5% | $170,043-74.3% | $74,460-41.4% |
| Participation rate | 74.7% | 87.4%-12.7pp | 87.0%-12.3pp | 70.7%+3.9pp |
| Annual return | 86.93% | 66.12%+20.8pp | 53.40%+33.5pp | 34.38%+52.5pp |
| Employer contribution / active EE | $4,691 | $4,266+10.0% | $6,790-30.9% | $2,638+77.8% |
| Participant deferral / active EE | $9,404 | $7,147+31.6% | $10,410-9.7% | $4,530+107.6% |
| Admin fee / account holder | $240 | $235+2.3% | $12,824-98.1% | $348-31.0% |