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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $128,600 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,773 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$84,923 |
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 | $51,291 | $58,758-12.7% | $69,779-26.5% | $63,975-19.8% |
| Participation rate | 50.4% | 77.5%-27.1pp | 71.8%-21.5pp | 71.1%-20.8pp |
| Annual return | 10.62% | 18.05%-7.4pp | 12.99%-2.4pp | 48.65%-38.0pp |
| Employer contribution / active EE | $1,177 | $1,973-40.3% | $2,338-49.6% | $2,182-46.0% |
| Participant deferral / active EE | $2,187 | $2,912-24.9% | $2,931-25.4% | $3,356-34.9% |
| Admin fee / account holder | $28 | $71-60.4% | $4,381-99.4% | $70-60.1% |