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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 27 · EIN 26-4310632 | Advisory (Plan) | $31,546 |
BENEFITS ADMINISTRATORS, LLC3+ years Service code 15 · EIN 61-1291181 | Recordkeeping | $17,400 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $2,800 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,956 | $60,545-68.7% | $92,240-79.4% | $69,631-72.8% |
| Participation rate | 70.5% | 72.2%-1.6pp | 76.5%-6.0pp | 70.7%-0.2pp |
| Annual return | 9.97% | 19.71%-9.7pp | 176.29%-166.3pp | 27571.02%-27561.1pp |
| Employer contribution / active EE | $6,132 | $2,633+132.9% | $3,680+66.6% | $2,032+201.8% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $122 | $145-15.9% | $5,194-97.7% | $110+10.3% |