Filed January 28, 2006
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 | Advisory (Participants) | $55,833 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,299 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,798 |
CORNICK, GARBER & SANDLER3+ years Service code 10 · EIN 13-2620561 | Accounting | $19,000 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $69,498 | $71,666-3.0% | $117,861-41.0% | $69,631-0.2% |
| Participation rate | 96.0% | 77.5%+18.5pp | 79.7%+16.3pp | 70.7%+25.3pp |
| Annual return | 16.69% | 18.86%-2.2pp | 335.11%-318.4pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $995 | $1,889-47.3% | $3,786-73.7% | $2,032-51.0% |
| Participant deferral / active EE | $4,949 | $3,340+48.2% | $4,482+10.4% | $3,224+53.5% |
| Admin fee / account holder | $156 | $120+29.6% | $8,021-98.1% | $110+41.2% |