Filed July 21, 2020
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 26 ONE PENN PLAZA · NEW YORK, NY 10119 | Advisory (Participants) | $5,615 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,780 | $66,813-40.5% | $100,535-60.4% | $73,497-45.9% |
| Participation rate | 99.2% | 77.5%+21.7pp | 79.4%+19.8pp | 70.7%+28.5pp |
| Annual return | 34.21% | 25.70%+8.5pp | 30.90%+3.3pp | 28.51%+5.7pp |
| Employer contribution / active EE | $3,445 | $2,147+60.5% | $3,419+0.8% | $2,270+51.7% |
| Participant deferral / active EE | $6,893 | $5,883+17.2% | $6,271+9.9% | $3,740+84.3% |
| Admin fee / account holder | $120 | $512-76.5% | $8,085-98.5% | $513-76.6% |