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 BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 28 · EIN 26-4310632 | Investment Management | $46,319 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,003 | $70,002+180.0% | $115,038+70.4% | $52,331+274.5% |
| Participation rate | 91.9% | 72.1%+19.8pp | 81.4%+10.5pp | 68.1%+23.8pp |
| Annual return | 17.01% | 4.04%+13.0pp | 26.14%-9.1pp | 4.54%+12.5pp |
| Employer contribution / active EE | $12,738 | $2,715+369.2% | $4,608+176.4% | $1,882+577.0% |
| Participant deferral / active EE | $9,951 | $4,920+102.3% | $6,026+65.1% | $3,022+229.3% |
| Admin fee / account holder | $255 | $566-55.0% | $8,175-96.9% | $592-57.0% |