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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY & CO INC Service code 55 34 EXCH PL HRBRSIDE PLZ, 7TH FLOOR · JERSEY CITY, NJ 07311 | Other Commissions | $5,184 |
Filed as: MORGAN STANLEY INSURANCE SERVICES Service code 55 | Other Commissions | $2,030 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $437,616 | $51,638+747.5% | $68,368+540.1% | $82,448+430.8% |
| Participation rate | 73.3% | 63.6%+9.7pp | 73.8%-0.4pp | 68.1%+5.3pp |
| Annual return | 9.34% | 37.53%-28.2pp | 292.57%-283.2pp | 41.64%-32.3pp |
| Employer contribution / active EE | $17,819 | $2,047+770.7% | $2,649+572.7% | $2,551+598.5% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,988 | $4,643-35.7% | $5,150-42.0% | $7,234-58.7% |