Filed July 7, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $8,791 |
THE HASLAUER GROUP, INC.4 years Filed as: THE HASLAUER GROUP, INC Service code 13 · EIN 72-1487108 | Contract Administrator | $7,551 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,633 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,127 | $95,416-38.0% | $185,823-68.2% | $85,850-31.1% |
| Participation rate | 88.9% | 68.8%+20.1pp | 81.7%+7.2pp | 69.3%+19.6pp |
| Annual return | 10.97% | 23.59%-12.6pp | 122.05%-111.1pp | 318.53%-307.6pp |
| Employer contribution / active EE | $4,851 | $3,314+46.4% | $5,167-6.1% | $2,565+89.1% |
| Participant deferral / active EE | $4,751 | $3,423+38.8% | $5,568-14.7% | $3,952+20.2% |
| Admin fee / account holder | $54 | $7,213-99.2% | $16,237-99.7% | $6,260-99.1% |