Filed October 30, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $91,334 |
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $83,164 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,888 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,065 | $58,101+65.3% | $118,914-19.2% | $73,412+30.9% |
| Participation rate | 64.9% | 56.1%+8.8pp | 75.4%-10.5pp | 72.2%-7.3pp |
| Annual return | 17.16% | 20.56%-3.4pp | 35.89%-18.7pp | 59.30%-42.1pp |
| Employer contribution / active EE | $1,927 | $1,445+33.3% | $3,264-41.0% | $2,234-13.8% |
| Participant deferral / active EE | $4,014 | $2,400+67.2% | $4,266-5.9% | $3,806+5.5% |
| Admin fee / account holder | $300 | $138+117.2% | $6,582-95.4% | $158+90.0% |