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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $227,084 |
Filed as: MORGAN STANLEY CAPITAL MANAGEMENT, Service code 16 · EIN 11-3658445 | Consulting | $83,059 |
VENABLE LLP3 years Service code 29 · EIN 52-0517250 | Legal | $76,494 |
MOSS ADAMS LLP9 years Service code 10 · EIN 91-0189318 | Accounting | $47,250 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,456 | $106,164+86.0% | $147,041+34.3% | $77,692+154.2% |
| Participation rate | 94.9% | 78.4%+16.5pp | 82.2%+12.7pp | 70.6%+24.3pp |
| Annual return | 16.49% | 56.81%-40.3pp | 419.21%-402.7pp | 31.25%-14.8pp |
| Employer contribution / active EE | $4,118 | $4,066+1.3% | $4,935-16.6% | $2,726+51.0% |
| Participant deferral / active EE | $15,401 | $7,993+92.7% | $8,071+90.8% | $4,648+231.3% |
| Admin fee / account holder | $80 | $338-76.4% | $13,006-99.4% | $431-81.4% |