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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,689 |
Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 20-8764829 | Advisory (Plan) | $8,123 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,965 | $106,230-69.9% | $147,080-78.3% | $77,736-58.9% |
| Participation rate | 89.6% | 78.4%+11.2pp | 82.2%+7.4pp | 70.6%+19.0pp |
| Annual return | 24.27% | 56.91%-32.6pp | 420.17%-395.9pp | 31.26%-7.0pp |
| Employer contribution / active EE | $2,261 | $4,072-44.5% | $4,933-54.2% | $2,728-17.1% |
| Participant deferral / active EE | $561 | $8,001-93.0% | $8,066-93.1% | $4,651-87.9% |
| Admin fee / account holder | $429 | $338+26.8% | $12,989-96.7% | $433-1.0% |