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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,594 |
Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 81-2418755 | Advisory (Plan) | $9,932 |
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 | $42,741 | $40,386+5.8% | $80,607-47.0% | $74,440-42.6% |
| Participation rate | 8.5% | 47.4%-38.9pp | 67.0%-58.5pp | 70.7%-62.2pp |
| Annual return | 16.21% | 165.00%-148.8pp | 936.11%-919.9pp | 34.37%-18.2pp |
| Employer contribution / active EE | $0 | $1,496-100.0% | $2,724-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $819 | $2,670-69.3% | $4,448-81.6% | $4,529-81.9% |
| Admin fee / account holder | $596 | $720-17.3% | $5,379-88.9% | $348+71.2% |