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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Direc... | $94,318 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 16 · EIN 26-4310632 | Consulting | $50,000 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,360 | $80,211-41.0% | $74,183-36.2% | $63,975-26.0% |
| Participation rate | 96.1% | 84.2%+11.9pp | 76.6%+19.4pp | 71.1%+24.9pp |
| Annual return | 8.64% | 14.13%-5.5pp | 17.74%-9.1pp | 48.65%-40.0pp |
| Employer contribution / active EE | $1,988 | $2,553-22.1% | $2,370-16.1% | $2,182-8.9% |
| Participant deferral / active EE | $4,086 | $4,370-6.5% | $3,550+15.1% | $3,356+21.7% |
| Admin fee / account holder | $87 | $67+29.6% | $5,586-98.4% | $70+23.6% |