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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 18 · EIN 26-4310844 | Custodial (securities); Custodial (ot... | $5,246 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $34,123-100.0% | $198,173-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 42.0%-42.0pp | 4.5%-4.5pp |
| Annual return | 8.98% | 10.93%-2.0pp | 10.16%-1.2pp | 13.95%-5.0pp |
| Employer contribution / active EE | $3,464 | $10,209-66.1% | $33,192-89.6% | $16,598-79.1% |
| Participant deferral / active EE | $0 | $442-100.0% | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,531-100.0% | $612-100.0% |