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 BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 11-3658445 28 STATE ST,26TH FL · BOSTON, MA 02109 | Recordkeeping | $1,825,411 |
UBS FINANCIAL SERVICES INC9+ years Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $1,250,975 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 13 · EIN 06-1050034 | Contract Administrator | $48,046 |
RSM US LLP9+ years Filed as: RSM US, LLP Service code 10 · EIN 42-0714325 80 CITY SQUARE · BOSTON, MA 02129 | Accounting | $40,425 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY SB LLC-OTHER REP IND Service code 49 · EIN 20-8764829 28 STATE ST,26TH FL · BOSTON, MA 02109 | Other Services | $0 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINCL SVCS INC-OTH REP INDIRECT Service code 99 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,156 | $53,531+3.0% | $86,251-36.1% | $96,393-42.8% |
| Participation rate | 100.0% | 53.4%+46.6pp | 69.0%+31.0pp | 71.3%+28.7pp |
| Annual return | 10.43% | 20.51%-10.1pp | 1170.54%-1160.1pp | 22.88%-12.4pp |
| Employer contribution / active EE | $6,061 | $1,158+423.3% | $2,381+154.5% | $3,239+87.1% |
| Participant deferral / active EE | $0 | $1,965-100.0% | $3,987-100.0% | $5,455-100.0% |
| Admin fee / account holder | $165 | $55+197.9% | $6,857-97.6% | $74+123.6% |