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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 26 · EIN 51-0116113 | Advisory (Participants) | $22,766 |
Service code 15 · EIN 20-4006400 | Recordkeeping | $5,367 |
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 | $18,340 | $72,404-74.7% | $110,243-83.4% | $64,173-71.4% |
| Participation rate | 98.9% | 73.3%+25.5pp | 79.8%+19.1pp | 69.6%+29.3pp |
| Annual return | -10.25% | -6.29%-4.0pp | 314.76%-325.0pp | 7.63%-17.9pp |
| Employer contribution / active EE | $1,685 | $2,282-26.1% | $3,827-56.0% | $2,381-29.2% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $236 | $5,664-95.8% | $8,548-97.2% | $4,887-95.2% |