Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $76,696+122.8% | $96,538+77.0% | $71,529+138.9% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 18.05% | 48.32%-30.3pp | 35.74%-17.7pp | 28.97%-10.9pp |
| Employer contribution / active EE | $16,198 | $3,032+434.3% | $3,740+333.1% | $2,590+525.4% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $267 | $2,030-86.8% | $6,737-96.0% | $1,588-83.2% |