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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $53,587 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LL Service code 27 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $16,749 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $76,383 | $52,467+45.6% | $57,196+33.5% | $55,167+38.5% |
| Participation rate | 56.3% | 75.8%-19.5pp | 75.3%-19.0pp | 69.0%-12.7pp |
| Annual return | 7.06% | 7.72%-0.7pp | 14.59%-7.5pp | 169.23%-162.2pp |
| Employer contribution / active EE | $2,343 | $2,477-5.4% | $2,683-12.7% | $1,963+19.4% |
| Participant deferral / active EE | $2,870 | $2,830+1.4% | $3,096-7.3% | $3,054-6.0% |
| Admin fee / account holder | $1 | $269-99.8% | $3,141-100.0% | $504-99.9% |