Filed September 10, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 13 1300 THAMES STREET WHARF · BALTIMORE, MD 212319907 | Contract Administrator | $70,025 |
AMERITAS LIFE INSURANCE CORP6 years Filed as: AMERITAS Service code 12 PO BOX 385017 · BIRMINGHAM, AL 352385017 | Contract Administrator; Claims proces... | $35,870 |
Service code 12 1320 HARBOR BAY PKWY · ALAMEDA, CA 94502 | Consulting (pension); Claims processi... | $16,705 |
Service code 10 3150 ALMADEN EXPRESSWAY · SAN JOSE, CA 95118 | Accounting | $4,283 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $86,485 | $62,177+39.1% | $81,370+6.3% | $74,478+16.1% |
| Participation rate | 99.1% | 64.1%+35.1pp | 69.5%+29.6pp | 67.2%+31.9pp |
| Annual return | 28.54% | 16.62%+11.9pp | 24.85%+3.7pp | 1370.56%-1342.0pp |
| Employer contribution / active EE | $3,896 | $1,881+107.1% | $2,464+58.1% | $2,626+48.4% |
| Participant deferral / active EE | $7,537 | $3,219+134.1% | $3,885+94.0% | $4,350+73.3% |
| Admin fee / account holder | $392 | $1,927-79.7% | $5,749-93.2% | $1,946-79.9% |