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 27 · EIN 11-3658445 | Advisory (Plan) | $15,708 |
AMERICAN FUNDS1 year Filed as: INTEGRA CAPITAL GROUP Service code 99 20 PACIFICA, 14TH FLOOR · IRVINE, CA 92618 | Other Fees | $9,340 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $7,973 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SRVS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $4,810 |
NBS2 years Service code 13 430 W 7TH STREET, STE 219006 · KANSAS CITY, MO 641051407 | Contract Administrator | $4,014 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,161 | $122,063-64.6% | $184,256-76.6% | $74,478-42.0% |
| Participation rate | 92.2% | 85.5%+6.7pp | 86.8%+5.4pp | 67.2%+25.0pp |
| Annual return | 18.75% | 19.92%-1.2pp | 28.85%-10.1pp | 1370.56%-1351.8pp |
| Employer contribution / active EE | $895 | $4,539-80.3% | $6,427-86.1% | $2,626-65.9% |
| Participant deferral / active EE | $7,454 | $7,144+4.3% | $9,133-18.4% | $4,350+71.3% |
| Admin fee / account holder | $158 | $1,253-87.4% | $13,899-98.9% | $1,946-91.9% |