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 15 · EIN 13-3689044 | Recordkeeping | $128,616 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 16 · EIN 26-4310632 | Consulting | $35,315 |
KLICHS LLP6 years Filed as: KLICHS Service code 10 · EIN 46-2608003 | Accounting | $7,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,675 | $89,438-53.4% | $164,928-74.7% | $77,692-46.4% |
| Participation rate | 93.8% | 78.6%+15.1pp | 78.6%+15.1pp | 70.6%+23.2pp |
| Annual return | 17.34% | 28.82%-11.5pp | 70.08%-52.7pp | 31.25%-13.9pp |
| Employer contribution / active EE | $2,278 | $2,567-11.2% | $4,343-47.5% | $2,726-16.4% |
| Participant deferral / active EE | $3,802 | $4,901-22.4% | $6,034-37.0% | $4,648-18.2% |
| Admin fee / account holder | $279 | $340-17.8% | $12,684-97.8% | $431-35.2% |