Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 1 NEW YORK PLZ 12TH FL ANNUITY AND · NEW YORK, NY 10004 | Advisory (Plan) | $79,257 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $58,148 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $84,244 | $82,188+2.5% | $125,391-32.8% | $64,824+30.0% |
| Participation rate | 93.3% | 77.9%+15.4pp | 82.4%+10.9pp | 71.5%+21.8pp |
| Annual return | -19.14% | 3.50%-22.6pp | 572.41%-591.6pp | 32.84%-52.0pp |
| Employer contribution / active EE | $2,800 | $3,617-22.6% | $4,816-41.9% | $2,507+11.7% |
| Participant deferral / active EE | $8,584 | $7,177+19.6% | $7,448+15.3% | $4,311+99.1% |
| Admin fee / account holder | $304 | $163+86.0% | $10,009-97.0% | $188+61.6% |