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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 16 · EIN 51-0116113 | Consulting | $36,640 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,857 | $76,669+122.9% | $96,496+77.1% | $71,476+139.0% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 18.05% | 48.29%-30.2pp | 35.70%-17.7pp | 28.85%-10.8pp |
| Employer contribution / active EE | $16,198 | $3,031+434.4% | $3,738+333.3% | $2,589+525.7% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,879-100.0% | $4,290-100.0% |
| Admin fee / account holder | $267 | $2,028-86.8% | $6,731-96.0% | $1,587-83.2% |