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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $28,427 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,649 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,891 | $95,369-45.6% | $135,942-61.8% | $74,440-30.3% |
| Participation rate | 92.2% | 78.2%+14.0pp | 81.9%+10.3pp | 70.7%+21.5pp |
| Annual return | 23.12% | 32.72%-9.6pp | 68.28%-45.2pp | 34.37%-11.3pp |
| Employer contribution / active EE | $3,889 | $3,878+0.3% | $4,858-19.9% | $2,638+47.4% |
| Participant deferral / active EE | $6,315 | $7,788-18.9% | $7,759-18.6% | $4,529+39.4% |
| Admin fee / account holder | $133 | $266-50.1% | $10,764-98.8% | $348-61.8% |