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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $69,620 |
Filed as: MORGAN STANLEY GLOBAL BA Service code 27 · EIN 94-1671384 | Advisory (Plan) | $37,922 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,695 | $95,417-79.4% | $135,974-85.5% | $74,460-73.5% |
| Participation rate | 84.5% | 78.2%+6.3pp | 81.9%+2.6pp | 70.7%+13.8pp |
| Annual return | 43.46% | 32.76%+10.7pp | 68.30%-24.8pp | 34.38%+9.1pp |
| Employer contribution / active EE | $1,536 | $3,878-60.4% | $4,859-68.4% | $2,638-41.8% |
| Participant deferral / active EE | $6,896 | $7,789-11.5% | $7,760-11.1% | $4,530+52.2% |
| Admin fee / account holder | $200 | $266-24.9% | $10,767-98.1% | $348-42.5% |