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 BARNEY3 years Filed as: MORGAN STANLEY SEAPORT GROUP Service code 27 760 SW 9TH AVE · PORTLAND, OR 97205 | Advisory (Plan) | $26,731 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,562 |
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 | $37,557 | $84,493-55.5% | $125,381-70.0% | $66,938-43.9% |
| Participation rate | 90.2% | 76.4%+13.8pp | 82.4%+7.8pp | 69.8%+20.4pp |
| Annual return | -17.10% | -8.49%-8.6pp | 572.31%-589.4pp | 1.58%-18.7pp |
| Employer contribution / active EE | $2,923 | $3,554-17.8% | $4,815-39.3% | $2,545+14.8% |
| Participant deferral / active EE | $4,695 | $6,783-30.8% | $7,448-37.0% | $4,238+10.8% |
| Admin fee / account holder | $111 | $685-83.9% | $10,007-98.9% | $594-81.4% |