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 |
|---|---|---|
MILLIMAN, INC.5 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $70,937 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $14,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $58,046 | $67,512-14.0% | $185,854-68.8% | $93,010-37.6% |
| Participation rate | 43.5% | 67.1%-23.6pp | 81.7%-38.2pp | 73.9%-30.4pp |
| Annual return | 14.54% | 21.04%-6.5pp | 122.12%-107.6pp | 158.70%-144.2pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,169-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $2,180 | $3,035-28.2% | $5,569-60.8% | $4,561-52.2% |
| Admin fee / account holder | $84 | $318-73.5% | $16,246-99.5% | $152-44.4% |