Filed November 9, 2005 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $33,868 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $10,695 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,373 | $60,504+37.8% | $81,882+1.8% | $74,478+11.9% |
| Participation rate | 81.0% | 62.9%+18.1pp | 72.4%+8.7pp | 67.2%+13.8pp |
| Annual return | 15.01% | 16.91%-1.9pp | 779.47%-764.5pp | 1370.56%-1355.6pp |
| Employer contribution / active EE | $3,767 | $2,627+43.4% | $2,916+29.2% | $2,626+43.4% |
| Participant deferral / active EE | $2,583 | $3,400-24.0% | $4,323-40.3% | $4,350-40.6% |
| Admin fee / account holder | $175 | $1,492-88.2% | $7,360-97.6% | $1,946-91.0% |