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 13 · EIN 06-1050034 | Contract Administrator | $467,175 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 20-8764829 | Advisory (Plan) | $100,000 |
PRICEWATERHOUSECOOPERS LLP4 years Filed as: PRICEWATERHOUSE COOPERS LLP Service code 10 · EIN 13-4008324 | Accounting | $32,770 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,009 | $68,330-54.6% | $149,740-79.3% | $96,393-67.8% |
| Participation rate | 22.9% | 74.6%-51.7pp | 78.8%-55.9pp | 71.3%-48.4pp |
| Annual return | 18.53% | 29.64%-11.1pp | 134.51%-116.0pp | 22.88%-4.3pp |
| Employer contribution / active EE | $113 | $2,139-94.7% | $4,821-97.7% | $3,239-96.5% |
| Participant deferral / active EE | $865 | $4,422-80.4% | $5,683-84.8% | $5,455-84.1% |
| Admin fee / account holder | $56 | $52+7.5% | $13,222-99.6% | $74-24.4% |