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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $42,330 |
Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 26-4310632 | Advisory (Plan) | $17,262 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,555 | $54,121-32.5% | $134,162-72.8% | $73,412-50.2% |
| Participation rate | 98.8% | 64.4%+34.5pp | 72.2%+26.6pp | 72.2%+26.7pp |
| Annual return | 18.17% | -312.52%+330.7pp | 36.35%-18.2pp | 59.30%-41.1pp |
| Employer contribution / active EE | $2,665 | $1,402+90.1% | $3,705-28.1% | $2,234+19.3% |
| Participant deferral / active EE | $5,662 | $2,844+99.1% | $3,500+61.8% | $3,806+48.8% |
| Admin fee / account holder | $172 | $132+29.8% | $6,685-97.4% | $158+8.8% |