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 BARNEY9 years Service code 15 · EIN 20-8764829 | Recordkeeping | $29,719 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,417 | $29,554+6.3% | $56,054-44.0% | $77,692-59.6% |
| Participation rate | 25.8% | 32.6%-6.8pp | 52.5%-26.7pp | 70.6%-44.8pp |
| Annual return | 14.74% | 18.89%-4.1pp | 1705.95%-1691.2pp | 31.25%-16.5pp |
| Employer contribution / active EE | $711 | $568+25.1% | $1,039-31.6% | $2,726-73.9% |
| Participant deferral / active EE | $1,552 | $1,061+46.3% | $1,952-20.5% | $4,648-66.6% |
| Admin fee / account holder | $174 | $1,046-83.4% | $2,822-93.8% | $431-59.6% |