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 Service code 28 · EIN 36-3145972 | Investment Management | $5,444 |
Participant contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,975 | $65,322-87.8% | $70,494-88.7% | $73,497-89.1% |
| Participation rate | 95.3% | 77.0%+18.4pp | 75.1%+20.3pp | 70.7%+24.6pp |
| Annual return | 11.88% | 15.71%-3.8pp | 109.16%-97.3pp | 28.51%-16.6pp |
| Employer contribution / active EE | $910 | $2,460-63.0% | $2,738-66.8% | $2,270-59.9% |
| Participant deferral / active EE | $519 | $3,375-84.6% | $3,711-86.0% | $3,740-86.1% |
| Admin fee / account holder | $11 | $214-95.0% | $3,848-99.7% | $513-97.9% |