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 BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 20-8764829 | Investment Management | $17,786 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $14,083 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $113,800-100.0% | $104,068-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 52.6%-52.6pp | 44.4%-44.4pp |
| Annual return | -15.50% | -9.74%-5.8pp | -10.12%-5.4pp | -14.65%-0.8pp |
| Employer contribution / active EE | $0 | $52,677-100.0% | $47,166-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $516-100.0% | $492-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $4,025-100.0% | $4,025-100.0% | $14,582-100.0% |