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 |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $162,474 |
Filed as: GREAT-WEST LIFE AND ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $100,020 |
Service code 37 · EIN 04-2647786 | Loan Processing | $59,404 |
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 | $111,091 | $37,418+196.9% | $77,113+44.1% | $77,906+42.6% |
| Participation rate | 94.8% | 46.9%+47.8pp | 67.9%+26.8pp | 73.7%+21.1pp |
| Annual return | -13.76% | -7.13%-6.6pp | 42.37%-56.1pp | 12.16%-25.9pp |
| Employer contribution / active EE | $3,011 | $1,200+150.9% | $2,815+7.0% | $2,846+5.8% |
| Participant deferral / active EE | $20,127 | $2,572+682.5% | $4,430+354.3% | $4,805+318.8% |
| Admin fee / account holder | $26 | $126-79.2% | $5,445-99.5% | $133-80.2% |