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 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $80,563 |
DANA INVESTMENT ADVISORS2+ years Filed as: DANA INVESTMENT ADVISORS, INC. Service code 27 · EIN 39-1512278 PO BOX 1067 · BROOKFIELD, WI 53005 | Advisory (Plan) | $44,837 |
Service code 10 · EIN 93-6107217 PO BOX 926 · SALEM, OR 97308 | Accounting | $18,250 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,532 | $63,314+27.2% | $91,004-11.5% | $62,293+29.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 15.82% | 21.00%-5.2pp | 4.60%+11.2pp | 28.90%-13.1pp |
| Employer contribution / active EE | $3,076 | $1,807+70.2% | $2,456+25.3% | $2,042+50.6% |
| Participant deferral / active EE | $950 | $2,944-67.7% | $3,548-73.2% | $3,169-70.0% |
| Admin fee / account holder | $1,072 | $468+129.3% | $5,417-80.2% | $479+123.6% |