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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $18,820 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,547 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,296 | $73,638-22.2% | $95,952-40.3% | $73,488-22.0% |
| Participation rate | 41.2% | 76.2%-35.0pp | 77.1%-35.9pp | 70.7%-29.5pp |
| Annual return | 9.30% | 16.78%-7.5pp | 91.61%-82.3pp | 28.51%-19.2pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,898 | $3,617-47.5% | $4,167-54.5% | $3,740-49.2% |
| Admin fee / account holder | $413 | $482-14.3% | $6,795-93.9% | $513-19.5% |