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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 21 1358 BROADWAY · NEW YORK, NY 10036 | Bank Trustee | $11,918 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,686 | $91,474+91.0% | $135,982+28.5% | $71,529+144.2% |
| Participation rate | 98.2% | 75.7%+22.5pp | 81.9%+16.3pp | 67.9%+30.2pp |
| Annual return | -3.96% | 29.89%-33.9pp | 68.32%-72.3pp | 28.97%-32.9pp |
| Employer contribution / active EE | $5,445 | $3,705+46.9% | $4,859+12.1% | $2,590+110.2% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $68 | $1,267-94.6% | $10,767-99.4% | $1,588-95.7% |