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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 28 · EIN 36-3145972 450 ESSJAY ROAD · WILLIAMSVILLE, NY 14221 | Investment Management | $13,418 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $748,470-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | 5.6%-5.6pp |
| Annual return | -4.25% | -7.97%+3.7pp | 0.46%-4.7pp | 39.82%-44.1pp |
| Employer contribution / active EE | $5,878 | $20,148-70.8% | $35,480-83.4% | $19,980-70.6% |
| Participant deferral / active EE | $0 | $2,300-100.0% | $231-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $29,938-100.0% | $62-100.0% |