Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 28 500 LEE STREET E SUITE 300 · CHARLESTON, WV 25339 | Investment Management | $8,938 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,682 | $75,962-87.3% | $154,108-93.7% | $64,173-84.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -61.90% | 30.32%-92.2pp | 735.21%-797.1pp | 7.63%-69.5pp |
| Employer contribution / active EE | $1,392 | $3,350-58.4% | $5,298-73.7% | $2,381-41.5% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $95 | $5,589-98.3% | $13,411-99.3% | $4,887-98.1% |