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 BARNEY3 years Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $30,406 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,053 |
DUNBAR, BENDER & ZAPF, INC.2 years Service code 13 437 GRANT STREET · PITTSBURGH, PA 15219 | Contract Administrator | $7,000 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,418 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,154 | $63,114+36.5% | $92,909-7.3% | $65,185+32.2% |
| Participation rate | 93.9% | 68.8%+25.1pp | 76.0%+17.9pp | 70.2%+23.7pp |
| Annual return | 25.57% | 28.75%-3.2pp | 109.44%-83.9pp | 29.38%-3.8pp |
| Employer contribution / active EE | $1,020 | $2,571-60.3% | $3,653-72.1% | $2,177-53.1% |
| Participant deferral / active EE | $4,925 | $3,108+58.5% | $4,238+16.2% | $3,514+40.2% |
| Admin fee / account holder | $381 | $624-38.9% | $5,795-93.4% | $847-55.0% |