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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,471 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $7,443 |
ACTUARIAL BENEFITS CORP2 years Filed as: ACTUARIAL CONSULTANTS INC. Service code 13 | Contract Administrator | $6,640 |
ACTUARIAL BENEFITS CORP2 years Filed as: ACTUARIAL CONSULTANTS INC Service code 13 · EIN 33-0024795 | Contract Administrator | $440 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,092 | $31,388+21.4% | $73,545-48.2% | $62,292-38.8% |
| Participation rate | 26.6% | 39.9%-13.3pp | 54.9%-28.3pp | 69.5%-42.9pp |
| Annual return | 11.32% | 25.34%-14.0pp | -15.16%+26.5pp | 28.90%-17.6pp |
| Employer contribution / active EE | $320 | $498-35.7% | $1,219-73.7% | $2,042-84.3% |
| Participant deferral / active EE | $858 | $1,028-16.6% | $1,806-52.5% | $3,169-72.9% |
| Admin fee / account holder | $223 | $299-25.6% | $2,320-90.4% | $479-53.6% |