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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $23,524 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $12,266 |
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 | $151,810 | $73,102+107.7% | $123,552+22.9% | $56,287+169.7% |
| Participation rate | 98.6% | 74.3%+24.3pp | 82.3%+16.3pp | 69.9%+28.7pp |
| Annual return | -4.84% | 3.01%-7.8pp | 119.20%-124.0pp | -9.96%+5.1pp |
| Employer contribution / active EE | $15,529 | $2,977+421.6% | $4,628+235.5% | $2,111+635.6% |
| Participant deferral / active EE | $10,546 | $5,423+94.5% | $6,426+64.1% | $3,350+214.8% |
| Admin fee / account holder | $217 | $554-60.8% | $9,285-97.7% | $521-58.4% |