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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $20,915 |
Service code 37 · EIN 04-2647786 | Loan Processing | $213 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $115,191 | $63,355+81.8% | $91,994+25.2% | $72,983+57.8% |
| Participation rate | 30.8% | 72.5%-41.7pp | 78.6%-47.9pp | 69.5%-38.7pp |
| Annual return | 20.99% | 35.35%-14.4pp | 69.03%-48.0pp | 81.01%-60.0pp |
| Employer contribution / active EE | $2,109 | $2,116-0.3% | $3,452-38.9% | $2,440-13.6% |
| Participant deferral / active EE | $8,572 | $4,883+75.6% | $5,923+44.7% | $3,608+137.6% |
| Admin fee / account holder | $189 | $4,668-96.0% | $7,743-97.6% | $5,124-96.3% |