Filed February 13, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BA Service code 27 · EIN 26-4310632 | Advisory (Plan) | $25,232 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,690 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $76,619 | $65,435+17.1% | $86,677-11.6% | $66,914+14.5% |
| Participation rate | 63.6% | 75.5%-11.9pp | 76.6%-13.0pp | 69.8%-6.2pp |
| Annual return | -17.25% | -10.89%-6.4pp | 35.91%-53.2pp | 1.58%-18.8pp |
| Employer contribution / active EE | $1,804 | $2,153-16.2% | $2,836-36.4% | $2,544-29.1% |
| Participant deferral / active EE | $5,800 | $4,100+41.5% | $4,656+24.6% | $4,237+36.9% |
| Admin fee / account holder | $333 | $642-48.1% | $7,493-95.6% | $593-43.9% |