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 |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $80,460 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,925 |
ALLIANZ GLOBAL INVESTORS1 year Service code 52 · EIN 33-0457728 | Indirect Investment Fees | $0 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4625304 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3287965 | Indirect Investment Fees | $0 |
PIONEER1 year Service code 52 · EIN 04-3453709 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 56-2294396 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,650 | $69,305+19.3% | $82,312+0.4% | $69,631+18.7% |
| Participation rate | 74.3% | 80.3%-6.0pp | 76.9%-2.6pp | 70.7%+3.6pp |
| Annual return | 21.09% | 21.47%-0.4pp | 25.88%-4.8pp | 27571.02%-27549.9pp |
| Employer contribution / active EE | $2,554 | $1,887+35.4% | $2,428+5.2% | $2,032+25.7% |
| Participant deferral / active EE | $7,022 | $3,568+96.8% | $3,706+89.5% | $3,224+117.8% |
| Admin fee / account holder | $13 | $97-87.0% | $5,608-99.8% | $110-88.6% |