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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 15 · EIN 20-8764829 | Recordkeeping | $204,317 |
Service code 25 · EIN 13-3124172 | Directed Trustee | $27,731 |
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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 | $0 | $46,757-100.0% | $411,917-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.3%-11.3pp |
| Annual return | 12.76% | 11.16%+1.6pp | 10.36%+2.4pp | 10.41%+2.3pp |
| Employer contribution / active EE | $49,400 | $16,610+197.4% | $37,738+30.9% | $14,691+236.3% |
| Participant deferral / active EE | $0 | $28-100.0% | $137-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $15,661-100.0% | $2,646-100.0% |