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 BARNEY4 years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $35,307 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $16,926 |
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 | $124,445 | $78,015+59.5% | $178,505-30.3% | $80,959+53.7% |
| Participation rate | 82.3% | 65.7%+16.6pp | 77.1%+5.2pp | 67.7%+14.6pp |
| Annual return | 16.53% | 18.10%-1.6pp | 27.16%-10.6pp | 35.67%-19.1pp |
| Employer contribution / active EE | $2,426 | $2,281+6.3% | $3,955-38.7% | $2,757-12.0% |
| Participant deferral / active EE | $5,343 | $4,406+21.3% | $6,280-14.9% | $4,300+24.2% |
| Admin fee / account holder | $484 | $7,160-93.2% | $10,428-95.4% | $6,925-93.0% |