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 BARNEY4 years Service code 55 · EIN 26-4310632 | Other Commissions | $65,210 |
PENSION ASSURANCE LLP1 year Service code 10 · EIN 30-0840934 | Accounting | $9,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,905 |
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 | $52,376 | $88,122-40.6% | $141,200-62.9% | $67,584-22.5% |
| Participation rate | 96.8% | 76.5%+20.4pp | 82.5%+14.4pp | 71.3%+25.6pp |
| Annual return | 48.25% | 75.40%-27.2pp | 71.41%-23.2pp | 378.59%-330.3pp |
| Employer contribution / active EE | $5,140 | $3,224+59.4% | $4,736+8.5% | $2,148+139.3% |
| Participant deferral / active EE | $10,236 | $5,958+71.8% | $6,710+52.5% | $3,540+189.2% |
| Admin fee / account holder | $12 | $131-90.9% | $10,265-99.9% | $142-91.6% |