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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY & CO Service code 26 · EIN 26-4310632 | Advisory (Participants) | $75,000 |
PENSION ASSURANCE LLP1 year Service code 10 · EIN 30-0840934 | Accounting | $7,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$15,845 |
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 | $101,180 | $62,928+60.8% | $172,752-41.4% | $67,579+49.7% |
| Participation rate | 59.9% | 64.5%-4.6pp | 82.6%-22.8pp | 71.3%-11.4pp |
| Annual return | 22.15% | 30.36%-8.2pp | 802.97%-780.8pp | 378.56%-356.4pp |
| Employer contribution / active EE | $2,633 | $1,636+60.9% | $5,144-48.8% | $2,148+22.6% |
| Participant deferral / active EE | $2,727 | $2,145+27.1% | $5,198-47.5% | $3,539-23.0% |
| Admin fee / account holder | $157 | $167-5.6% | $13,955-98.9% | $142+10.6% |