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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 99 · EIN 51-0116113 | Other Fees | $21,388 |
Service code 13 · EIN 31-1585572 | Contract Administrator | $5,145 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,817 | $86,341-63.2% | $125,192-74.6% | $65,185-51.2% |
| Participation rate | 91.5% | 75.3%+16.2pp | 79.8%+11.7pp | 70.2%+21.3pp |
| Annual return | 16.29% | 27.44%-11.1pp | 43.79%-27.5pp | 29.38%-13.1pp |
| Employer contribution / active EE | $592 | $2,040-71.0% | $3,866-84.7% | $2,177-72.8% |
| Participant deferral / active EE | $2,925 | $3,538-17.3% | $4,937-40.8% | $3,514-16.8% |
| Admin fee / account holder | $37 | $609-93.9% | $9,704-99.6% | $847-95.6% |