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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 | $78,607+492.2% | $105,624+340.7% | $74,478+525.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 45.30% | 15.96%+29.3pp | 116.20%-70.9pp | 1370.56%-1325.3pp |
| Employer contribution / active EE | $7,027 | $2,523+178.5% | $3,168+121.8% | $2,626+167.6% |
| Participant deferral / active EE | $0 | $4,325-100.0% | $5,013-100.0% | $4,350-100.0% |
| Admin fee / account holder | $75 | $2,220-96.6% | $10,961-99.3% | $1,946-96.1% |