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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $23,638 |
Service code 37 · EIN 04-2647786 | Loan Processing | $906 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $53,978 | $85,766-37.1% | $136,298-60.4% | $70,126-23.0% |
| Participation rate | 81.6% | 74.2%+7.5pp | 81.9%-0.3pp | 69.5%+12.1pp |
| Annual return | 24.02% | 31.46%-7.4pp | 5156.27%-5132.2pp | 73.15%-49.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $8,279 | $5,051+63.9% | $6,247+32.5% | $3,332+148.5% |
| Admin fee / account holder | $196 | $5,421-96.4% | $9,244-97.9% | $4,645-95.8% |