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 STANELY GLOBAL Service code 27 · EIN 20-8764829 | Advisory (Plan) | $114,715 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $87,700 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,205 | $91,406+19.5% | $130,070-16.0% | $74,478+46.6% |
| Participation rate | 98.5% | 77.8%+20.7pp | 78.5%+20.0pp | 70.7%+27.8pp |
| Annual return | 19.86% | 23.21%-3.3pp | -137.40%+157.3pp | 34.37%-14.5pp |
| Employer contribution / active EE | $2,054 | $2,565-19.9% | $4,322-52.5% | $2,637-22.1% |
| Participant deferral / active EE | $7,774 | $4,724+64.6% | $5,821+33.6% | $4,530+71.6% |
| Admin fee / account holder | $288 | $283+1.6% | $10,600-97.3% | $347-17.1% |