Filed August 17, 1989
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $591,749 |
Filed as: MORGAN STANLEY GLOBAL BA Service code 27 · EIN 20-8764829 | Advisory (Plan) | $21,250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,821 | $110,258-13.1% | $102,460-6.5% | $200,096-52.1% |
| Participation rate | 94.8% | 86.3%+8.5pp | 76.5%+18.3pp | 72.0%+22.8pp |
| Annual return | 18.75% | 35.78%-17.0pp | 29.47%-10.7pp | 34.26%-15.5pp |
| Employer contribution / active EE | $3,696 | $3,605+2.5% | $3,025+22.2% | $3,038+21.7% |
| Participant deferral / active EE | $7,795 | $6,377+22.2% | $5,056+54.2% | $5,090+53.1% |
| Admin fee / account holder | $62 | $122-49.3% | $9,460-99.3% | $269-77.0% |