Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 20-8764829 | Advisory (Plan) | $40,187 |
Filed as: AMERITAS Service code 12 · EIN 47-0098400 | Recordkeeping fees; Other fees; Consu... | $18,641 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,272 | $37,463+100.9% | $77,096-2.4% | $66,938+12.4% |
| Participation rate | 78.2% | 52.9%+25.3pp | 67.9%+10.3pp | 69.8%+8.4pp |
| Annual return | -16.04% | -3.25%-12.8pp | 42.35%-58.4pp | 1.58%-17.6pp |
| Employer contribution / active EE | $2,077 | $1,535+35.3% | $2,814-26.2% | $2,545-18.4% |
| Participant deferral / active EE | $6,050 | $2,621+130.8% | $4,429+36.6% | $4,238+42.7% |
| Admin fee / account holder | $280 | $568-50.7% | $5,428-94.8% | $594-52.8% |