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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $124,530 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 27 · EIN 26-4310632 | Advisory (Plan) | $55,000 |
WITHUMSMITH+BROWN, PC5 years Filed as: PARKER, BROWN, MACAULAY & SHEERIN, Service code 29 · EIN 04-3422478 | Legal | $9,890 |
RSM US LLP6 years Service code 10 · EIN 42-0714325 | Accounting | $8,250 |
WRS3 years Service code 10 · EIN 20-2840995 | Accounting | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,482 | $36,773-19.8% | $189,758-84.5% | $85,660-65.6% |
| Participation rate | 56.8% | 63.3%-6.5pp | 79.8%-23.0pp | 74.8%-18.1pp |
| Annual return | 11.43% | 55.47%-44.0pp | 52.62%-41.2pp | 19.52%-8.1pp |
| Employer contribution / active EE | $1,560 | $1,536+1.5% | $4,767-67.3% | $4,199-62.9% |
| Participant deferral / active EE | $0 | $1,800-100.0% | $5,856-100.0% | $3,518-100.0% |
| Admin fee / account holder | $77 | $132-41.1% | $20,388-99.6% | $224-65.4% |