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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 7755 MONTGOMERY ROAD - 2ND FLOOR · CINCINNATI, OH 45236 | Advisory (Plan) | $6,328 |
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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 | $0 | $33,234-100.0% | $267,477-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 24.1%-24.1pp | 35.5%-35.5pp | 5.6%-5.6pp |
| Annual return | -15.25% | -14.45%-0.8pp | -38.86%+23.6pp | 39.82%-55.1pp |
| Employer contribution / active EE | $6,841 | $14,058-51.3% | $37,752-81.9% | $19,980-65.8% |
| Participant deferral / active EE | $0 | $0 | $16-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $77-100.0% | $16,942-100.0% | $62-100.0% |