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 BARNEY3 years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $28,211 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $13,241 |
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 | $100,616 | $70,684+42.3% | $169,397-40.6% | $75,177+33.8% |
| Participation rate | 88.4% | 64.8%+23.6pp | 77.2%+11.2pp | 67.2%+21.2pp |
| Annual return | 19.31% | 36.38%-17.1pp | 406.23%-386.9pp | 160.75%-141.4pp |
| Employer contribution / active EE | $2,372 | $2,211+7.3% | $4,013-40.9% | $2,671-11.2% |
| Participant deferral / active EE | $4,876 | $4,310+13.1% | $6,223-21.6% | $4,126+18.2% |
| Admin fee / account holder | $370 | $5,404-93.2% | $9,017-95.9% | $5,651-93.5% |