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 BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1300 THAMES ST WHARF 4TH FL · BALTIMORE, MD 21231 | Advisory (Plan) | $30,425 |
AMERICAN FUNDS3 years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,000 |
MORGAN STANLEY SMITH BARNEY2 years Service code 49 · EIN 26-4310632 | Other Services | $4 |
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 | $43,899 | $58,093-24.4% | $80,022-45.1% | $56,287-22.0% |
| Participation rate | 73.6% | 73.6%0pp | 75.8%-2.2pp | 69.9%+3.7pp |
| Annual return | -5.55% | 34.63%-40.2pp | 11.22%-16.8pp | -9.96%+4.4pp |
| Employer contribution / active EE | $1,329 | $1,933-31.3% | $2,468-46.2% | $2,111-37.1% |
| Participant deferral / active EE | $2,434 | $3,136-22.4% | $3,686-34.0% | $3,350-27.3% |
| Admin fee / account holder | $188 | $623-69.8% | $6,521-97.1% | $521-63.9% |