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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $305,593 |
Filed as: MORGAN STANLEY GLOBAL BA Service code 27 · EIN 26-4310632 | Advisory (Plan) | $26,516 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,642 | $110,299-82.2% | $102,423-80.8% | $199,593-90.2% |
| Participation rate | 46.4% | 86.3%-39.9pp | 76.5%-30.1pp | 72.0%-25.6pp |
| Annual return | 22.68% | 35.73%-13.1pp | 29.32%-6.6pp | 34.25%-11.6pp |
| Employer contribution / active EE | $1,620 | $3,603-55.0% | $3,023-46.4% | $3,034-46.6% |
| Participant deferral / active EE | $2,408 | $6,376-62.2% | $5,053-52.4% | $5,087-52.7% |
| Admin fee / account holder | $390 | $122+218.8% | $9,451-95.9% | $269+45.0% |