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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 · EIN 20-8764829 | Advisory (Plan) | $62,345 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,387 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $410,270 | $75,058+446.6% | $152,301+169.4% | $64,340+537.7% |
| Participation rate | 95.4% | 60.9%+34.5pp | 82.4%+13.0pp | 55.2%+40.2pp |
| Annual return | 9.68% | 29.93%-20.2pp | 80.50%-70.8pp | 24.14%-14.5pp |
| Employer contribution / active EE | $10,911 | $2,605+318.9% | $4,624+135.9% | $1,862+486.1% |
| Participant deferral / active EE | $7,335 | $5,041+45.5% | $8,004-8.4% | $2,980+146.1% |
| Admin fee / account holder | $524 | $4,050-87.1% | $14,398-96.4% | $3,703-85.9% |