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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $80,000 |
Service code 99 353 N CLARK ST · CHICAGO, IL 60654 | Other Fees | $30,000 |
MITCHELL & TITUS, LLP1 year Filed as: MITCHELL & TITUS LLP Service code 99 ONE BATTERY PARK PLAZA 27TH FL · NEW YORK, NY 10004 | Other Fees | $30,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $797,881 | $129,159+517.8% | $184,243+333.1% | $77,714+926.7% |
| Participation rate | 95.2% | 87.4%+7.8pp | 86.8%+8.4pp | 70.6%+24.6pp |
| Annual return | 16.81% | 33.22%-16.4pp | 28.82%-12.0pp | 31.26%-14.4pp |
| Employer contribution / active EE | $27,483 | $4,410+523.2% | $6,427+327.6% | $2,727+907.9% |
| Participant deferral / active EE | $13,275 | $7,305+81.7% | $9,132+45.4% | $4,649+185.5% |
| Admin fee / account holder | $300 | $256+17.5% | $13,914-97.8% | $433-30.7% |