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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,253 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $9,121 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,611 | $28,109+30.2% | $71,086-48.5% | $56,287-35.0% |
| Participation rate | 25.4% | 40.4%-15.0pp | 54.7%-29.2pp | 69.9%-44.4pp |
| Annual return | -6.20% | -615.05%+608.9pp | 650.59%-656.8pp | -9.96%+3.8pp |
| Employer contribution / active EE | $397 | $558-28.7% | $1,088-63.5% | $2,111-81.2% |
| Participant deferral / active EE | $1,067 | $1,116-4.4% | $1,874-43.1% | $3,350-68.1% |
| Admin fee / account holder | $205 | $585-64.9% | $3,082-93.3% | $521-60.6% |