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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 14 · EIN 51-0116113 | Plan Administrator | $19,564 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $465,478 | $78,562+492.5% | $105,608+340.8% | $74,429+525.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 45.30% | 15.94%+29.4pp | 116.50%-71.2pp | 1368.38%-1323.1pp |
| Employer contribution / active EE | $7,027 | $2,521+178.7% | $3,167+121.9% | $2,625+167.7% |
| Participant deferral / active EE | $0 | $4,321-100.0% | $5,010-100.0% | $4,348-100.0% |
| Admin fee / account holder | $75 | $2,217-96.6% | $11,028-99.3% | $1,944-96.1% |