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 BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004 | Advisory (Plan) | $13,273 |
Filed as: PUTNAM INVESTMENTS Service code 15 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping | $12,866 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,750 | $43,550+23.4% | $63,244-15.0% | $52,331+2.7% |
| Participation rate | 98.8% | 65.7%+33.1pp | 71.0%+27.8pp | 68.1%+30.7pp |
| Annual return | 0.10% | 2.03%-1.9pp | -70.31%+70.4pp | 4.54%-4.4pp |
| Employer contribution / active EE | $2,517 | $1,351+86.2% | $2,322+8.4% | $1,882+33.7% |
| Participant deferral / active EE | $2,705 | $2,254+20.0% | $2,953-8.4% | $3,022-10.5% |
| Admin fee / account holder | $53 | $387-86.4% | $5,893-99.1% | $592-91.1% |