Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY & CO. INCORPORATED Service code 15 · EIN 20-8764829 | Recordkeeping | $52,552 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,164 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $111,318 | $75,388+47.7% | $123,552-9.9% | $55,725+99.8% |
| Participation rate | 77.1% | 75.7%+1.5pp | 82.3%-5.2pp | 70.9%+6.3pp |
| Annual return | -1.76% | 4.48%-6.2pp | 119.20%-121.0pp | 244.93%-246.7pp |
| Employer contribution / active EE | $1,938 | $3,063-36.7% | $4,628-58.1% | $2,078-6.7% |
| Participant deferral / active EE | $10,751 | $5,651+90.3% | $6,426+67.3% | $3,356+220.4% |
| Admin fee / account holder | $162 | $120+34.9% | $9,285-98.3% | $115+40.2% |