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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 33 · EIN 26-4310632 522 FIFTH AVENUE · NEW YORK, NY 10036 | Other commissions; Other services; Se... | $0 |
Service code 19 · EIN 13-5160382 135 SANTILLI HIGHWAY · EVERETT, MA 02149 | Securities Custodian | $0 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $198,586-100.0% | $229,060-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 27.3%-27.3pp | 13.5%-13.5pp |
| Annual return | 18.79% | 8.89%+9.9pp | 7.48%+11.3pp | 9.29%+9.5pp |
| Employer contribution / active EE | $0 | $10,747-100.0% | $39,603-100.0% | $15,168-100.0% |
| Participant deferral / active EE | $0 | $670-100.0% | $172-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $1,197-100.0% | $2,037-100.0% |