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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $52,800 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 26-4310632 | Advisory (Plan) | $43,202 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,771 | $79,519-43.7% | $95,952-53.3% | $73,409-39.0% |
| Participation rate | 60.5% | 81.2%-20.7pp | 77.1%-16.6pp | 72.2%-11.7pp |
| Annual return | 9.10% | 19.20%-10.1pp | 91.61%-82.5pp | 59.29%-50.2pp |
| Employer contribution / active EE | $1,333 | $2,048-34.9% | $2,541-47.5% | $2,234-40.3% |
| Participant deferral / active EE | $2,181 | $4,138-47.3% | $4,167-47.7% | $3,805-42.7% |
| Admin fee / account holder | $317 | $184+71.9% | $6,795-95.3% | $158+100.7% |