Filed June 5, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $49,467 |
Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $11,410 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,697 | $50,919+29.0% | $155,556-57.8% | $77,762-15.5% |
| Participation rate | 66.1% | 63.1%+3.1pp | 78.2%-12.1pp | 70.6%-4.4pp |
| Annual return | 10.86% | 34.84%-24.0pp | 64.84%-54.0pp | 31.27%-20.4pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,211 | $2,824-21.7% | $5,631-60.7% | $4,651-52.5% |
| Admin fee / account holder | $205 | $437-53.0% | $15,885-98.7% | $433-52.6% |