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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 | $129,095+518.1% | $184,185+333.2% | $77,692+927.0% |
| Participation rate | 95.2% | 87.3%+7.9pp | 86.8%+8.4pp | 70.6%+24.6pp |
| Annual return | 16.81% | 33.29%-16.5pp | 28.81%-12.0pp | 31.25%-14.4pp |
| Employer contribution / active EE | $27,483 | $4,410+523.2% | $6,426+327.7% | $2,726+908.1% |
| Participant deferral / active EE | $13,275 | $7,300+81.9% | $9,132+45.4% | $4,648+185.6% |
| Admin fee / account holder | $300 | $256+17.5% | $13,909-97.8% | $431-30.2% |