Filed January 27, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $161,739 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $43,398 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,087 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $6,790 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,680 | $118,101-74.0% | $106,387-71.2% | $75,289-59.3% |
| Participation rate | 92.6% | 81.4%+11.2pp | 77.5%+15.2pp | 72.4%+20.2pp |
| Annual return | -8.35% | -2.42%-5.9pp | 0.25%-8.6pp | -0.04%-8.3pp |
| Employer contribution / active EE | $80 | $2,880-97.2% | $3,520-97.7% | $2,405-96.7% |
| Participant deferral / active EE | $3,862 | $4,681-17.5% | $5,421-28.8% | $3,739+3.3% |
| Admin fee / account holder | $171 | $85+101.9% | $7,510-97.7% | $102+66.8% |