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 27 12505 PK POTOMAC AVE., SUITE 200 · POTOMAC, MD 20854 | Advisory (Plan) | $21,774 |
WILEN MANAGEMENT CO., INC.7 years Service code 28 · EIN 52-1452536 2360 WEST JOPPA ROAD · LUTHERVILLE, MD 21903 | Investment Management | $17,853 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $71,170 | $122,063-41.7% | $184,256-61.4% | $74,478-4.4% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 3.40% | 19.92%-16.5pp | 28.85%-25.4pp | 1370.56%-1367.2pp |
| Employer contribution / active EE | $2,232 | $4,539-50.8% | $6,427-65.3% | $2,626-15.0% |
| Participant deferral / active EE | $0 | $7,144-100.0% | $9,133-100.0% | $4,350-100.0% |
| Admin fee / account holder | $327 | $1,253-73.9% | $13,899-97.6% | $1,946-83.2% |