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 BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $34,049 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $520 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,893 | $57,976+122.3% | $63,018+104.5% | $62,293+106.9% |
| Participation rate | 41.3% | 75.9%-34.7pp | 74.8%-33.5pp | 69.5%-28.3pp |
| Annual return | 14.03% | 17.54%-3.5pp | 87.62%-73.6pp | 28.90%-14.9pp |
| Employer contribution / active EE | $1,712 | $2,415-29.1% | $2,761-38.0% | $2,042-16.2% |
| Participant deferral / active EE | $1,517 | $2,956-48.7% | $3,330-54.4% | $3,169-52.1% |
| Admin fee / account holder | $5 | $276-98.2% | $3,601-99.9% | $479-99.0% |