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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $85,613 |
VINFEN CORPORATION1 year Service code 26 · EIN 04-2632219 | Advisory (Participants) | $50,593 |
Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $33,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,188 | $44,989-61.8% | $170,435-89.9% | $77,958-78.0% |
| Participation rate | 25.7% | 64.6%-38.9pp | 83.6%-57.9pp | 71.6%-45.9pp |
| Annual return | 13.35% | 19.61%-6.3pp | 205.94%-192.6pp | 20.87%-7.5pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,432-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $700 | $2,208-68.3% | $4,939-85.8% | $3,537-80.2% |
| Admin fee / account holder | $30 | $69-56.4% | $13,881-99.8% | $97-69.2% |