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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $13,796 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,112 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,959 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $90,136 | $58,655+53.7% | $91,994-2.0% | $65,185+38.3% |
| Participation rate | 47.6% | 75.3%-27.7pp | 78.6%-31.1pp | 70.2%-22.6pp |
| Annual return | 24.49% | 33.92%-9.4pp | 69.04%-44.5pp | 29.38%-4.9pp |
| Employer contribution / active EE | $0 | $2,080-100.0% | $3,453-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $5,413 | $5,474-1.1% | $5,924-8.6% | $3,514+54.1% |
| Admin fee / account holder | $109 | $434-74.9% | $7,744-98.6% | $847-87.1% |