Filed April 20, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 27 2100 GEORGETWON DR. ST 500 · SEWICKLEY, PA 15143 | Advisory (Plan) | $48,305 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $26,000 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,143 | $92,076-29.3% | $105,607-38.3% | $77,736-16.2% |
| Participation rate | 100.0% | 81.0%+19.0pp | 75.3%+24.7pp | 70.6%+29.4pp |
| Annual return | 21.27% | 17.84%+3.4pp | 116.11%-94.8pp | 31.26%-10.0pp |
| Employer contribution / active EE | $0 | $3,370-100.0% | $3,167-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $0 | $5,390-100.0% | $5,011-100.0% | $4,651-100.0% |
| Admin fee / account holder | $118 | $219-45.9% | $10,958-98.9% | $433-72.7% |