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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $21,881 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $175 |
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 | $74,250 | $73,102+1.6% | $123,553-39.9% | $56,289+31.9% |
| Participation rate | 85.8% | 74.3%+11.5pp | 82.3%+3.5pp | 69.9%+16.0pp |
| Annual return | -4.82% | 3.01%-7.8pp | 119.21%-124.0pp | -9.96%+5.1pp |
| Employer contribution / active EE | $3,894 | $2,977+30.8% | $4,628-15.9% | $2,111+84.4% |
| Participant deferral / active EE | $7,763 | $5,423+43.2% | $6,426+20.8% | $3,350+131.7% |
| Admin fee / account holder | $119 | $554-78.6% | $9,284-98.7% | $521-77.2% |