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 BARNEY5 years Filed as: J.P. MORGAN SECURITIES LLC Service code 99 | Other Fees | $84,258 |
JP MORGAN SECURITIES LLC1 year Filed as: JP MORGAN SECURITIES Service code 99 · EIN 13-1411099 | Other Fees | $22,003 |
THE BENEFIT PRACTICE6 years Service code 15 · EIN 13-4144565 | Recordkeeping | $21,988 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: J.P. MORGAN SECURITIES, LLC Service code 99 · EIN 13-4110995 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INS. & Service code 15 · EIN 71-0294708 | Recordkeeping | $0 |
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 | $41,507 | $44,898-7.6% | $85,126-51.2% | $199,921-79.2% |
| Participation rate | 22.0% | 45.7%-23.7pp | 67.5%-45.5pp | 72.0%-50.0pp |
| Annual return | 25.69% | 20.98%+4.7pp | 66.63%-40.9pp | 34.28%-8.6pp |
| Employer contribution / active EE | $574 | $1,367-58.0% | $2,731-79.0% | $3,035-81.1% |
| Participant deferral / active EE | $1,880 | $2,670-29.6% | $4,523-58.4% | $5,089-63.0% |
| Admin fee / account holder | $19 | $585-96.8% | $6,160-99.7% | $269-93.1% |