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 27 · EIN 26-4310632 | Advisory (Plan) | $55,530 |
MICHAEL BRADY2+ years Service code 14 · EIN 14-1437195 | Plan Administrator | $26,645 |
Filed as: TEAL BECKER & CHIARAMONTE CPAS PC Service code 10 · EIN 14-1624930 | Accounting | $16,155 |
DAVIS WRIGHT TREMAINE2+ years Filed as: DAVIS GLOBAL ADVISORS Service code 28 110 OVERSHORES E · MADISON, CT 064432842 | Investment Management | $15,291 |
WRIGHT INVESTORS SERVICE2+ years Filed as: WRIGHT INVESTORS' SERVICE Service code 28 · EIN 06-1444342 | Investment Management | $12,343 |
POZEFSKY, BRAMLEY & MURPHY2+ years Filed as: POZEFSKY, BRAMELY & MURPHY Service code 29 · EIN 14-1601487 | Legal | $11,440 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,412 | $46,100-64.4% | $86,582-81.0% | $69,631-76.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 73.5%+26.5pp | 70.7%+29.3pp |
| Annual return | 5.88% | 21.02%-15.1pp | 965.08%-959.2pp | 27571.02%-27565.1pp |
| Employer contribution / active EE | $2,159 | $1,850+16.7% | $2,839-24.0% | $2,032+6.2% |
| Participant deferral / active EE | $0 | $2,432-100.0% | $3,609-100.0% | $3,224-100.0% |
| Admin fee / account holder | $197 | $94+109.6% | $4,904-96.0% | $110+78.0% |