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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 72 2000 44TH ST SOUTH STE 402 · FARGO, ND 58103 | Other investment fees and expenses | $26,547 |
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 | $276,207 | $62,177+344.2% | $81,370+239.4% | $74,478+270.9% |
| Participation rate | 99.5% | 64.1%+35.4pp | 69.5%+29.9pp | 67.2%+32.3pp |
| Annual return | 78.28% | 16.62%+61.7pp | 24.85%+53.4pp | 1370.56%-1292.3pp |
| Employer contribution / active EE | $6,834 | $1,881+263.3% | $2,464+177.4% | $2,626+160.2% |
| Participant deferral / active EE | $0 | $3,219-100.0% | $3,885-100.0% | $4,350-100.0% |
| Admin fee / account holder | $84 | $1,927-95.7% | $5,749-98.5% | $1,946-95.7% |