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 Service code 27 · EIN 20-8764829 | Advisory (Plan) | $94,254 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$225,444 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,326 | $90,064+44.7% | $100,378+29.8% | $77,714+67.7% |
| Participation rate | 97.9% | 81.3%+16.6pp | 81.5%+16.4pp | 70.6%+27.3pp |
| Annual return | 13.86% | 20.61%-6.7pp | 49.41%-35.5pp | 31.26%-17.4pp |
| Employer contribution / active EE | $2,388 | $3,043-21.5% | $3,942-39.4% | $2,727-12.4% |
| Participant deferral / active EE | $11,112 | $8,282+34.2% | $8,087+37.4% | $4,649+139.0% |
| Admin fee / account holder | -$120 | $172-170.0% | $7,899-101.5% | $433-127.8% |