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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 51 112 WORCHESTER ST · WELLESLEY, MA 02481 | Investment Mgmt Fees | $6,421 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,288 | $106,110-40.4% | $147,005-56.9% | $77,671-18.5% |
| Participation rate | 99.0% | 78.4%+20.6pp | 82.2%+16.9pp | 70.6%+28.5pp |
| Annual return | 72.56% | 56.77%+15.8pp | 418.76%-346.2pp | 31.21%+41.3pp |
| Employer contribution / active EE | $4,957 | $4,065+22.0% | $4,934+0.5% | $2,726+81.8% |
| Participant deferral / active EE | $0 | $7,992-100.0% | $8,070-100.0% | $4,648-100.0% |
| Admin fee / account holder | $8 | $338-97.7% | $13,006-99.9% | $430-98.2% |