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 Service code 15 · EIN 20-8764829 | Recordkeeping | $29,457 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,435 |
JGD & ASSOCIATES LLP4 years Service code 15 · EIN 95-3132551 | Recordkeeping | $12,500 |
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 | $167,590 | $95,084+76.3% | $140,514+19.3% | $69,733+140.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | 77.8%+22.2pp | 62.5%+37.5pp |
| Annual return | 5.63% | 18.56%-12.9pp | 14.36%-8.7pp | 15.22%-9.6pp |
| Employer contribution / active EE | $6,201 | $2,405+157.8% | $3,378+83.5% | $2,250+175.6% |
| Participant deferral / active EE | $16,625 | $3,868+329.8% | $4,919+238.0% | $3,054+444.3% |
| Admin fee / account holder | $243 | $4,885-95.0% | $13,697-98.2% | $3,102-92.2% |