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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $14,582 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,544 |
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 | $51,850 | $65,582-20.9% | $64,099-19.1% | $71,495-27.5% |
| Participation rate | 81.2% | 73.2%+8.0pp | 72.3%+8.9pp | 67.9%+13.3pp |
| Annual return | 13.32% | 18.96%-5.6pp | 33.70%-20.4pp | 28.85%-15.5pp |
| Employer contribution / active EE | $2,189 | $2,671-18.0% | $2,748-20.4% | $2,589-15.5% |
| Participant deferral / active EE | $6,529 | $3,628+80.0% | $3,881+68.2% | $4,291+52.2% |
| Admin fee / account holder | $33 | $616-94.6% | $3,070-98.9% | $1,588-97.9% |