Filed October 30, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $173,980 |
Filed as: MORGAN STANLEY - ADVISORY FEE BILLI Service code 16 · EIN 20-8764829 | Consulting | $79,977 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $105,056 | $62,581+67.9% | $124,694-15.7% | $86,821+21.0% |
| Participation rate | 67.5% | 56.9%+10.6pp | 74.6%-7.1pp | 72.3%-4.8pp |
| Annual return | 14.04% | 26.67%-12.6pp | 5144.82%-5130.8pp | 97.94%-83.9pp |
| Employer contribution / active EE | $1,697 | $1,604+5.8% | $3,325-49.0% | $2,406-29.5% |
| Participant deferral / active EE | $3,877 | $2,725+42.3% | $4,615-16.0% | $4,132-6.2% |
| Admin fee / account holder | $436 | $170+157.3% | $7,495-94.2% | $170+157.4% |