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 BARNEY7 years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $74,675 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$107,202 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,679 | $89,282+27.3% | $94,664+20.1% | $74,460+52.7% |
| Participation rate | 99.2% | 82.4%+16.7pp | 80.8%+18.3pp | 70.7%+28.4pp |
| Annual return | 19.66% | 25.96%-6.3pp | 156.84%-137.2pp | 34.38%-14.7pp |
| Employer contribution / active EE | $2,518 | $3,022-16.7% | $3,673-31.4% | $2,638-4.5% |
| Participant deferral / active EE | $10,731 | $8,425+27.4% | $7,417+44.7% | $4,530+136.9% |
| Admin fee / account holder | -$30 | $219-113.5% | $7,222-100.4% | $348-108.5% |