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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $17,527 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,100 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,674 | $43,749-36.7% | $158,223-82.5% | $65,306-57.6% |
| Participation rate | 59.5% | 56.9%+2.6pp | 79.2%-19.7pp | 57.7%+1.9pp |
| Annual return | 11.95% | 19.41%-7.5pp | 52.09%-40.1pp | 21.94%-10.0pp |
| Employer contribution / active EE | $2,009 | $1,497+34.2% | $4,109-51.1% | $1,967+2.1% |
| Participant deferral / active EE | $2,466 | $2,019+22.2% | $5,467-54.9% | $2,959-16.7% |
| Admin fee / account holder | $16 | $1,930-99.1% | $16,047-99.9% | $3,480-99.5% |