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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 23 · EIN 26-4316032 | Investment advisory (plan); Insurance... | $125,010 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $31,052 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,336 | $105,190-49.3% | $98,920-46.1% | $90,274-40.9% |
| Participation rate | 69.0% | 86.4%-17.3pp | 76.0%-7.0pp | 73.4%-4.3pp |
| Annual return | 17.84% | 18.52%-0.7pp | 196.47%-178.6pp | 53.97%-36.1pp |
| Employer contribution / active EE | $2,050 | $3,831-46.5% | $2,689-23.8% | $2,523-18.8% |
| Participant deferral / active EE | $4,203 | $5,616-25.2% | $4,245-1.0% | $4,231-0.7% |
| Admin fee / account holder | $231 | $97+137.1% | $6,643-96.5% | $114+102.4% |