Filed March 4, 1999
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 20-8764829 | Advisory (Plan) | $126,257 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $60,234 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $58,264 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $111,783 | $185,342-39.7% | $111,319+0.4% | $86,828+28.7% |
| Participation rate | 97.9% | 81.0%+16.9pp | 77.3%+20.5pp | 72.3%+25.6pp |
| Annual return | 15.46% | 500.80%-485.3pp | 54.68%-39.2pp | 97.95%-82.5pp |
| Employer contribution / active EE | $1,890 | $2,246-15.9% | $2,732-30.8% | $2,406-21.5% |
| Participant deferral / active EE | $7,071 | $4,458+58.6% | $4,488+57.6% | $4,132+71.1% |
| Admin fee / account holder | $360 | $255+40.9% | $7,966-95.5% | $170+112.2% |