Filed May 13, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $104,460 |
TIGER'S EYE BENEFITS CONSULT1 year Service code 15 · EIN 52-1875589 147 W. WASHINGTON STREET · HAGERSTOWN, MD 21740 | Recordkeeping | $7,715 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $954 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,577 | $86,922+64.0% | $102,438+39.2% | $80,874+76.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 15.13% | 18.90%-3.8pp | 29.37%-14.2pp | 35.62%-20.5pp |
| Employer contribution / active EE | $8,073 | $2,369+240.7% | $3,024+167.0% | $2,756+193.0% |
| Participant deferral / active EE | $1,869 | $4,119-54.6% | $5,054-63.0% | $4,297-56.5% |
| Admin fee / account holder | $917 | $8,050-88.6% | $9,448-90.3% | $6,935-86.8% |