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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $51,395 |
Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 81-3865356 | Advisory (Plan) | $8,204 |
Employer contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,314 | $82,163-87.4% | $125,381-91.8% | $64,819-84.1% |
| Participation rate | 85.6% | 77.9%+7.7pp | 82.4%+3.2pp | 71.5%+14.1pp |
| Annual return | -1.29% | 3.49%-4.8pp | 572.31%-573.6pp | 32.84%-34.1pp |
| Employer contribution / active EE | $315 | $3,616-91.3% | $4,815-93.5% | $2,507-87.4% |
| Participant deferral / active EE | $4,815 | $7,175-32.9% | $7,448-35.4% | $4,311+11.7% |
| Admin fee / account holder | $117 | $163-28.1% | $10,007-98.8% | $188-37.5% |