Filed February 28, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $72,525 |
Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 26-4310632 | Advisory (Plan) | $64,714 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,590 | $46,332-18.9% | $143,799-73.9% | $64,819-42.0% |
| Participation rate | 98.7% | 64.2%+34.4pp | 80.3%+18.3pp | 71.5%+27.2pp |
| Annual return | -1.53% | -10.05%+8.5pp | -0.04%-1.5pp | 32.84%-34.4pp |
| Employer contribution / active EE | $3,950 | $1,911+106.7% | $4,952-20.2% | $2,507+57.6% |
| Participant deferral / active EE | $12,421 | $2,647+369.2% | $5,638+120.3% | $4,311+188.1% |
| Admin fee / account holder | $236 | $154+53.5% | $14,677-98.4% | $188+25.8% |