Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY NEW YORK NY · NEW YORK, NY 10036 | Advisory (Plan) | $11,875 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 415 8TH AVE NE · BRAINERD, MN 564012853 | Contract Administrator | $1,075 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $375 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,651 | $58,320-47.4% | $86,438-64.5% | $66,938-54.2% |
| Participation rate | 42.5% | 78.6%-36.1pp | 80.3%-37.9pp | 69.8%-27.3pp |
| Annual return | -20.00% | -9.71%-10.3pp | 4397.19%-4417.2pp | 1.58%-21.6pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,196 | $6,899-53.7% | $6,952-54.0% | $4,238-24.6% |
| Admin fee / account holder | $236 | $546-56.7% | $6,733-96.5% | $594-60.2% |