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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 99 · EIN 51-0116113 | Other Fees | $16,662 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $4,261 |
MORNINGSTAR5+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $2,369 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,135 | $73,638+98.5% | $95,952+52.3% | $73,488+98.9% |
| Participation rate | 63.4% | 76.2%-12.8pp | 77.1%-13.7pp | 70.7%-7.3pp |
| Annual return | 13.36% | 16.78%-3.4pp | 91.61%-78.3pp | 28.51%-15.2pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,752 | $3,617+86.7% | $4,167+62.0% | $3,740+80.6% |
| Admin fee / account holder | $56 | $482-88.5% | $6,795-99.2% | $513-89.2% |