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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $19,191 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $16,316 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,705 | $60,989-26.7% | $60,906-26.6% | $66,938-33.2% |
| Participation rate | 82.1% | 74.5%+7.6pp | 73.1%+9.0pp | 69.8%+12.2pp |
| Annual return | -15.19% | -9.60%-5.6pp | 16.94%-32.1pp | 1.58%-16.8pp |
| Employer contribution / active EE | $2,446 | $2,661-8.1% | $2,703-9.5% | $2,545-3.9% |
| Participant deferral / active EE | $7,302 | $3,615+102.0% | $3,814+91.5% | $4,238+72.3% |
| Admin fee / account holder | $139 | $338-58.9% | $3,227-95.7% | $594-76.6% |