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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MORGAN STANLEY Service code 49 2 JERICHO PLAZA · JERICHO, NY 11753 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,929 | $86,288+3.1% | $111,306-20.1% | $85,851+3.6% |
| Participation rate | 85.7% | 73.3%+12.4pp | 77.3%+8.4pp | 69.3%+16.4pp |
| Annual return | 16.84% | 19.99%-3.1pp | 54.67%-37.8pp | 318.63%-301.8pp |
| Employer contribution / active EE | $846 | $2,044-58.6% | $2,732-69.0% | $2,565-67.0% |
| Participant deferral / active EE | $2,024 | $3,641-44.4% | $4,488-54.9% | $3,952-48.8% |
| Admin fee / account holder | $0 | $8,189-100.0% | $7,966-100.0% | $6,261-100.0% |