Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $52,243 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $21,145 |
HHM CPAS3 years Service code 10 1755 KIRBY PARKWAY · MEMPHIS, TN 38120 | Accounting | $7,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,520 | $91,692+53.3% | $67,561+108.0% | $77,714+80.8% |
| Participation rate | 18.2% | 76.0%-57.8pp | 72.9%-54.7pp | 70.6%-52.3pp |
| Annual return | 16.87% | 14.88%+2.0pp | 3525.44%-3508.6pp | 31.26%-14.4pp |
| Employer contribution / active EE | $0 | $3,188-100.0% | $2,735-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $615 | $3,912-84.3% | $4,003-84.6% | $4,649-86.8% |
| Admin fee / account holder | $751 | $245+207.2% | $4,006-81.2% | $433+73.4% |