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 BARNEY5 years Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $45,156 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,968 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $83,946 | $101,653-17.4% | $147,080-42.9% | $74,459+12.7% |
| Participation rate | 94.2% | 75.6%+18.6pp | 82.2%+12.0pp | 67.2%+26.9pp |
| Annual return | 15.06% | 8754.98%-8739.9pp | 420.17%-405.1pp | 1369.70%-1354.6pp |
| Employer contribution / active EE | $2,033 | $3,813-46.7% | $4,933-58.8% | $2,626-22.6% |
| Participant deferral / active EE | $6,876 | $7,304-5.9% | $8,066-14.8% | $4,350+58.1% |
| Admin fee / account holder | $363 | $1,752-79.3% | $12,989-97.2% | $1,945-81.3% |