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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 | $64,920+574.1% | $103,693+322.0% | $86,983+403.1% |
| Participation rate | 73.3% | 63.6%+9.7pp | 72.6%+0.7pp | 69.5%+3.8pp |
| Annual return | 9.34% | 30.29%-21.0pp | 47.61%-38.3pp | 25.83%-16.5pp |
| Employer contribution / active EE | $17,819 | $2,141+732.3% | $2,920+510.2% | $2,584+589.5% |
| Participant deferral / active EE | $0 | $3,241-100.0% | $4,579-100.0% | $4,194-100.0% |
| Admin fee / account holder | $2,988 | $6,191-51.7% | $7,858-62.0% | $7,856-62.0% |