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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,897 |
Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 49 · EIN 51-0116113 1 NEW YORK PLZ FL 12 · NEW YORK, NY 100041965 | Other Services | $6,692 |
Filed as: UNIGLOBAL PENSION PLANNNING, INC. Service code 13 · EIN 13-3601506 4114 LEGATO ROAD · FAIRFAX, VA 22033 | Contract Administrator | $2,025 |
Service code 13 | Contract Administrator | $1,908 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,225 | $26,549+123.1% | $61,452-3.6% | $66,938-11.5% |
| Participation rate | 56.3% | 38.1%+18.2pp | 52.6%+3.7pp | 69.8%-13.5pp |
| Annual return | -21.17% | -16.21%-5.0pp | 338.96%-360.1pp | 1.58%-22.7pp |
| Employer contribution / active EE | $1,622 | $651+149.0% | $1,160+39.9% | $2,545-36.3% |
| Participant deferral / active EE | $4,505 | $1,338+236.7% | $2,125+112.0% | $4,238+6.3% |
| Admin fee / account holder | $317 | $409-22.4% | $2,131-85.1% | $594-46.5% |