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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 | $106,247-40.4% | $147,096-57.0% | $77,714-18.6% |
| Participation rate | 99.0% | 78.4%+20.7pp | 82.2%+16.9pp | 70.6%+28.5pp |
| Annual return | 72.56% | 56.87%+15.7pp | 419.75%-347.2pp | 31.26%+41.3pp |
| Employer contribution / active EE | $4,957 | $4,069+21.8% | $4,936+0.4% | $2,727+81.8% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $8 | $338-97.7% | $13,005-99.9% | $433-98.2% |