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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 27 · EIN 26-4310632 | Advisory (Plan) | $23,325 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,748 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$19,388 |
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 | $59,280 | $56,640+4.7% | $80,977-26.8% | $57,658+2.8% |
| Participation rate | 97.4% | 75.9%+21.5pp | 75.8%+21.6pp | 70.2%+27.2pp |
| Annual return | 10.11% | 19.97%-9.9pp | 17.11%-7.0pp | 5.13%+5.0pp |
| Employer contribution / active EE | $4,448 | $2,085+113.3% | $3,715+19.7% | $1,974+125.4% |
| Participant deferral / active EE | $8,870 | $4,944+79.4% | $5,696+55.7% | $3,061+189.8% |
| Admin fee / account holder | $18 | $87-79.5% | $5,517-99.7% | $95-81.1% |