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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $68,855 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 49 · EIN 51-0116113 | Other Services | $25,622 |
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 | $18,981 | $89,465-78.8% | $165,071-88.5% | $77,736-75.6% |
| Participation rate | 84.6% | 78.6%+6.0pp | 78.6%+6.0pp | 70.6%+14.0pp |
| Annual return | 12.85% | 28.86%-16.0pp | 70.17%-57.3pp | 31.26%-18.4pp |
| Employer contribution / active EE | $1,221 | $2,565-52.4% | $4,347-71.9% | $2,728-55.2% |
| Participant deferral / active EE | $3,682 | $4,904-24.9% | $6,035-39.0% | $4,651-20.8% |
| Admin fee / account holder | $251 | $340-26.0% | $12,695-98.0% | $433-42.0% |