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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,248 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $21,088 |
EISNERAMPER LLP2 years Service code 10 · EIN 13-1639826 | Accounting | $14,560 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $193,630 | $98,982+95.6% | $162,185+19.4% | $65,186+197.0% |
| Participation rate | 88.1% | 85.8%+2.3pp | 87.6%+0.5pp | 70.2%+17.9pp |
| Annual return | 26.97% | 24.84%+2.1pp | 115.61%-88.6pp | 29.39%-2.4pp |
| Employer contribution / active EE | $5,697 | $3,467+64.3% | $5,613+1.5% | $2,177+161.7% |
| Participant deferral / active EE | $13,581 | $5,384+152.2% | $7,297+86.1% | $3,514+286.5% |
| Admin fee / account holder | $488 | $596-18.1% | $10,844-95.5% | $847-42.4% |