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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $48,975 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 26-4310632 | Advisory (Plan) | $30,885 |
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 | $39,106 | $47,898-18.4% | $117,533-66.7% | $64,819-39.7% |
| Participation rate | 98.9% | 61.9%+37.0pp | 70.6%+28.3pp | 71.5%+27.4pp |
| Annual return | -16.67% | -15.54%-1.1pp | 29.77%-46.4pp | 32.84%-49.5pp |
| Employer contribution / active EE | $5,134 | $1,774+189.4% | $4,179+22.9% | $2,507+104.8% |
| Participant deferral / active EE | $6,489 | $3,151+106.0% | $4,072+59.3% | $4,311+50.5% |
| Admin fee / account holder | $195 | $132+47.8% | $5,647-96.6% | $188+3.7% |