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 BARNEY7 years Service code 55 · EIN 26-4310632 | Other Commissions | $26,389 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $150 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,661 | $91,537-14.1% | $130,045-39.5% | $75,173+4.6% |
| Participation rate | 92.9% | 71.5%+21.4pp | 78.5%+14.4pp | 67.2%+25.7pp |
| Annual return | 16.82% | -631.55%+648.4pp | -137.30%+154.1pp | 160.72%-143.9pp |
| Employer contribution / active EE | $2,298 | $2,845-19.2% | $4,321-46.8% | $2,671-14.0% |
| Participant deferral / active EE | $3,950 | $4,343-9.0% | $5,820-32.1% | $4,126-4.3% |
| Admin fee / account holder | $1 | $6,780-100.0% | $10,600-100.0% | $5,651-100.0% |