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 BARNEY1+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 27 · EIN 26-4310632 | Advisory (Plan) | $50,000 |
FID INV INST OPS CO1+ years Service code 37 · EIN 04-2647786 | Loan Processing | $40,738 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $7,755 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES, INC. Service code 28 · EIN 74-2794194 | Investment Management | $1,955 |
Filed as: PRUDENTIAL LIFE INSURANCE CO Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
Filed as: THE PRUDENTIAL INSURANCE CO OF AMER Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,800 | $63,964-40.9% | $147,618-74.4% | $67,505-44.0% |
| Participation rate | 69.8% | 68.6%+1.2pp | 84.6%-14.8pp | 71.2%-1.4pp |
| Annual return | 1.34% | 9.05%-7.7pp | 61.98%-60.6pp | 6.52%-5.2pp |
| Employer contribution / active EE | $102 | $1,618-93.7% | $5,564-98.2% | $2,173-95.3% |
| Participant deferral / active EE | $2,913 | $2,589+12.5% | $4,895-40.5% | $3,597-19.0% |
| Admin fee / account holder | $11 | $43-74.5% | $11,612-99.9% | $56-80.6% |