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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 70 · EIN 26-4310632 | Consulting Fees | $25,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $9,550 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,323 | $95,417+6.2% | $135,974-25.5% | $74,460+36.1% |
| Participation rate | 95.2% | 78.2%+17.0pp | 81.9%+13.3pp | 70.7%+24.4pp |
| Annual return | 18.91% | 32.76%-13.8pp | 68.30%-49.4pp | 34.38%-15.5pp |
| Employer contribution / active EE | $3,840 | $3,878-1.0% | $4,859-21.0% | $2,638+45.6% |
| Participant deferral / active EE | $10,898 | $7,789+39.9% | $7,760+40.4% | $4,530+140.6% |
| Admin fee / account holder | $71 | $266-73.2% | $10,767-99.3% | $348-79.5% |