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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 | $61,125+615.9% | $94,057+365.3% | $87,485+400.2% |
| Participation rate | 73.3% | 64.1%+9.3pp | 73.3%0pp | 68.9%+4.4pp |
| Annual return | 9.34% | 35.20%-25.9pp | 480.62%-471.3pp | 26.06%-16.7pp |
| Employer contribution / active EE | $17,819 | $2,136+734.0% | $2,933+507.5% | $2,596+586.4% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,709-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,988 | $5,629-46.9% | $7,244-58.8% | $7,775-61.6% |