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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $24,842 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 55 4350 LA JOLLA VILLAGE DR · SAN DIEGO, CA 92122 | Other Commissions | $0 |
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 | $33,856 | $57,352-41.0% | $83,831-59.6% | $64,173-47.2% |
| Participation rate | 53.2% | 68.6%-15.4pp | 76.1%-23.0pp | 69.6%-16.4pp |
| Annual return | -6.19% | 11.38%-17.6pp | 850.99%-857.2pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,642 | $2,546-35.5% | $3,631-54.8% | $2,381-31.0% |
| Participant deferral / active EE | $4,184 | $2,993+39.8% | $4,082+2.5% | $3,470+20.6% |
| Admin fee / account holder | $238 | $4,046-94.1% | $5,479-95.7% | $4,887-95.1% |