Filed August 22, 2025 (most recent of 3 filings on file)
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 27 · EIN 26-4310632 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $4,513 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $77,133 | $60,795+26.9% | $69,483+11.0% | $65,186+18.3% |
| Participation rate | 67.3% | 74.9%-7.5pp | 74.6%-7.3pp | 70.2%-2.9pp |
| Annual return | 18.01% | 17.46%+0.5pp | 28.99%-11.0pp | 29.39%-11.4pp |
| Employer contribution / active EE | $3,708 | $2,452+51.2% | $2,780+33.4% | $2,177+70.3% |
| Participant deferral / active EE | $2,787 | $3,162-11.8% | $3,537-21.2% | $3,514-20.7% |
| Admin fee / account holder | $17 | $314-94.7% | $3,841-99.6% | $847-98.0% |