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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,529 |
Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $20,082 |
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 | $41,862 | $45,126-7.2% | $85,187-50.9% | $74,459-43.8% |
| Participation rate | 95.1% | 49.4%+45.7pp | 67.5%+27.5pp | 67.2%+27.8pp |
| Annual return | 32.45% | 26.30%+6.1pp | 66.67%-34.2pp | 1369.70%-1337.3pp |
| Employer contribution / active EE | $3,158 | $1,460+116.3% | $2,732+15.6% | $2,626+20.3% |
| Participant deferral / active EE | $5,369 | $2,738+96.0% | $4,525+18.6% | $4,350+23.4% |
| Admin fee / account holder | $209 | $2,212-90.5% | $6,162-96.6% | $1,945-89.2% |