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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 53 · EIN 51-0116113 | Insurance Commissions | $25,326 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,969 |
ALGER1 year Service code 52 · EIN 13-3733280 | Indirect Investment Fees | $0 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
ARIEL INVESTMENTS, LLC1 year Filed as: ARIEL INVESTMENTS Service code 52 · EIN 02-0712418 | Indirect Investment Fees | $0 |
BARON1 year Service code 52 · EIN 13-3806818 | Indirect Investment Fees | $0 |
CALVERT1 year Service code 52 · EIN 52-1531869 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3022712 | Indirect Investment Fees | $0 |
HARRIS1 year Service code 52 · EIN 04-3276558 | Indirect Investment Fees | $0 |
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 | $33,173 | $37,196-10.8% | $154,108-78.5% | $55,725-40.5% |
| Participation rate | 97.4% | 64.1%+33.3pp | 83.0%+14.4pp | 70.9%+26.6pp |
| Annual return | 7.91% | 1319.68%-1311.8pp | 735.21%-727.3pp | 244.93%-237.0pp |
| Employer contribution / active EE | $977 | $1,614-39.5% | $5,298-81.6% | $2,078-53.0% |
| Participant deferral / active EE | $1,569 | $2,068-24.1% | $5,081-69.1% | $3,356-53.2% |
| Admin fee / account holder | $9 | $102-91.5% | $13,411-99.9% | $115-92.5% |