Filed August 27, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $68,963 |
Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 26-4310632 | Advisory (Plan) | $34,335 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,175 | $111,491-47.8% | $189,513-69.3% | $86,799-33.0% |
| Participation rate | 97.7% | 87.3%+10.4pp | 87.8%+9.9pp | 72.3%+25.4pp |
| Annual return | 13.50% | 83.50%-70.0pp | 555.15%-541.7pp | 97.91%-84.4pp |
| Employer contribution / active EE | $1,447 | $3,951-63.4% | $6,162-76.5% | $2,405-39.8% |
| Participant deferral / active EE | $4,997 | $6,437-22.4% | $8,221-39.2% | $4,131+21.0% |
| Admin fee / account holder | $207 | $189+9.6% | $12,045-98.3% | $170+22.0% |