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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY GRAYSTONE CONSULTING Service code 27 · EIN 36-3145972 | Advisory (Plan) | $10,000 |
Service code 13 · EIN 35-0472300 | Contract Administrator | $5,061 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,752 | $61,166-18.7% | $185,837-73.2% | $79,393-37.3% |
| Participation rate | 26.4% | 66.6%-40.2pp | 81.7%-55.3pp | 70.7%-44.3pp |
| Annual return | 1787.68% | 19.45%+1768.2pp | 122.08%+1665.6pp | 116.87%+1670.8pp |
| Employer contribution / active EE | $631 | $2,321-72.8% | $5,168-87.8% | $2,428-74.0% |
| Participant deferral / active EE | $858 | $2,789-69.2% | $5,568-84.6% | $4,046-78.8% |
| Admin fee / account holder | $42 | $710-94.1% | $16,241-99.7% | $627-93.4% |