Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 28 171 MONROE AVENUE NW, SUITE 800 · GRAND RAPIDS, MI 49503 | Investment Management | $14,213 |
COMERICA BANK3+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $8,793 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,488-100.0% | $110,792-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 58.3%-58.3pp | 14.6%-14.6pp |
| Annual return | 5.94% | 1.95%+4.0pp | -0.33%+6.3pp | 10.56%-4.6pp |
| Employer contribution / active EE | $6,316 | $13,608-53.6% | $25,782-75.5% | $13,643-53.7% |
| Participant deferral / active EE | $0 | $838-100.0% | $928-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,270-100.0% | $1,824-100.0% | $3,354-100.0% |