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 BARNEY4 years Filed as: MORGAN STANLEY Service code 15 333 TEXAS ST. · SHREVEPORT, LA 71101 | Recordkeeping | $25,079 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,460 | $55,437-63.1% | $155,534-86.8% | $74,459-72.5% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 10.84% | 269.58%-258.7pp | 64.92%-54.1pp | 1369.70%-1358.9pp |
| Employer contribution / active EE | $172 | $2,266-92.4% | $4,675-96.3% | $2,626-93.5% |
| Participant deferral / active EE | $968 | $2,837-65.9% | $5,630-82.8% | $4,350-77.7% |
| Admin fee / account holder | $85 | $1,742-95.1% | $15,900-99.5% | $1,945-95.6% |