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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $34,233 |
Filed as: MORGAN STANLEY CAPITAL MANAGEMENT, Service code 27 · EIN 11-3658445 | Advisory (Plan) | $25,061 |
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 | $90,941 | $52,188+74.3% | $86,640+5.0% | $74,460+22.1% |
| Participation rate | 96.9% | 66.3%+30.5pp | 71.7%+25.2pp | 70.7%+26.1pp |
| Annual return | 16.35% | 44.46%-28.1pp | 592.52%-576.2pp | 34.38%-18.0pp |
| Employer contribution / active EE | $6,845 | $2,282+200.0% | $3,024+126.3% | $2,638+159.5% |
| Participant deferral / active EE | $7,100 | $3,383+109.9% | $4,438+60.0% | $4,530+56.7% |
| Admin fee / account holder | $111 | $319-65.3% | $5,616-98.0% | $348-68.2% |