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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 | $106,264-40.4% | $147,117-57.0% | $77,762-18.6% |
| Participation rate | 99.0% | 78.4%+20.6pp | 82.2%+16.9pp | 70.6%+28.4pp |
| Annual return | 72.56% | 56.94%+15.6pp | 420.54%-348.0pp | 31.27%+41.3pp |
| Employer contribution / active EE | $4,957 | $4,074+21.7% | $4,932+0.5% | $2,728+81.7% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $8 | $334-97.7% | $12,993-99.9% | $433-98.2% |