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 BARNEY5 years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $19,959 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,466 |
MORGAN STANLEY SMITH BARNEY10+ years Service code 10 · EIN 04-3532603 | Accounting | $10,259 |
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 | $135,680 | $80,812+67.9% | $160,784-15.6% | $82,448+64.6% |
| Participation rate | 88.4% | 66.2%+22.2pp | 77.0%+11.5pp | 68.1%+20.4pp |
| Annual return | 16.48% | 100.59%-84.1pp | 1803.92%-1787.4pp | 41.64%-25.2pp |
| Employer contribution / active EE | $2,466 | $2,174+13.4% | $3,733-33.9% | $2,551-3.3% |
| Participant deferral / active EE | $5,728 | $4,335+32.1% | $6,293-9.0% | $4,139+38.4% |
| Admin fee / account holder | $419 | $7,695-94.6% | $9,717-95.7% | $7,234-94.2% |