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 |
|---|---|---|
Filed as: MORGAN STANLEY INS SVCS INC Service code 26 | Advisory (Participants) | $58,339 |
Service code 37 | Loan Processing | $31,498 |
JOHNSON BANK2 years Filed as: JOHNSON O'CONNOR FERON CARUCCI LLP Service code 17 101 EDGEWATER DRIVE SUITE 210 · WAKEFIELD, MA 01880 | Pension Consulting | $6,274 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,720 | $156,318+26.5% | $145,433+36.0% | - |
| Participation rate | 90.9% | 68.6%+22.3pp | 82.1%+8.8pp | - |
| Annual return | 11.31% | 26.27%-15.0pp | 66.58%-55.3pp | - |
| Employer contribution / active EE | $5,150 | $3,387+52.1% | $4,554+13.1% | - |
| Participant deferral / active EE | $18,570 | $6,196+199.7% | $7,897+135.1% | - |
| Admin fee / account holder | $739 | $8,746-91.5% | $13,129-94.4% | - |