Filed October 4, 2024 (most recent of 3 filings on file)
Total covered: 9 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $15,124 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,524 |
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 | $41,539 | $43,999-5.6% | $79,467-47.7% | $55,725-25.5% |
| Participation rate | 99.4% | 66.9%+32.5pp | 73.3%+26.1pp | 70.9%+28.6pp |
| Annual return | -5.33% | 1.81%-7.1pp | 718.30%-723.6pp | 244.93%-250.3pp |
| Employer contribution / active EE | $1,977 | $1,830+8.1% | $2,800-29.4% | $2,078-4.9% |
| Participant deferral / active EE | $4,906 | $2,538+93.3% | $3,704+32.5% | $3,356+46.2% |
| Admin fee / account holder | $56 | $118-52.1% | $5,104-98.9% | $115-51.1% |