See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 49 · EIN 26-4310632 14805 NORTH OUTER FORTY RD, STE 200 · CHESTERFIELD, MO 63017 | Other Services | $23,840 |
MASTER BENEFIT GROUP, INC.4 years Service code 49 · EIN 43-1585882 11166 TESSON FERRY ROAD, SUITE 205 · ST. LOUIS, MO 631296966 | Other Services | $13,245 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 60 · EIN 82-4555287 P.O. BOX 659530 · SAN ANTONIO, TX 785659530 | Sub-TA Fees | $4,957 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,109 | $51,288-76.4% | $81,983-85.2% | $73,409-83.5% |
| Participation rate | 46.9% | 64.0%-17.1pp | 69.2%-22.4pp | 72.2%-25.3pp |
| Annual return | 21.02% | 29.48%-8.5pp | 41.31%-20.3pp | 59.29%-38.3pp |
| Employer contribution / active EE | $351 | $1,487-76.4% | $2,498-86.0% | $2,234-84.3% |
| Participant deferral / active EE | $953 | $2,715-64.9% | $3,722-74.4% | $3,805-75.0% |
| Admin fee / account holder | $44 | $125-65.2% | $5,664-99.2% | $158-72.3% |