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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $63,780 |
Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 49 · EIN 51-0116113 | Other Services | $9,885 |
S B H U LIFE AGENCY INC5 years Service code 49 · EIN 13-2896238 | Other Services | $9,885 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,831-100.0% | $218,366-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 40.0%-40.0pp | 9.9%-9.9pp |
| Annual return | -12.85% | -12.22%-0.6pp | -9.12%-3.7pp | -5.25%-7.6pp |
| Employer contribution / active EE | $5,056 | $7,394-31.6% | $36,696-86.2% | $15,161-66.7% |
| Participant deferral / active EE | $0 | $0 | $72-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $309-100.0% | $3,602-100.0% | $3,859-100.0% |