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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 21 · EIN 36-3145972 1585 BROADWAY · NEW YORK, NY 10036 | Bank Trustee | $7,022 |
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 | $93,283 | $91,439+2.0% | $135,974-31.4% | $71,511+30.4% |
| Participation rate | 98.2% | 75.7%+22.5pp | 81.9%+16.3pp | 67.9%+30.2pp |
| Annual return | -4.16% | 29.90%-34.1pp | 68.30%-72.5pp | 28.86%-33.0pp |
| Employer contribution / active EE | $10,572 | $3,705+185.4% | $4,859+117.6% | $2,589+308.3% |
| Participant deferral / active EE | $0 | $7,093-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $40 | $1,267-96.8% | $10,767-99.6% | $1,588-97.5% |