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 BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $77,875 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF MUELLER, LLP Service code 10 · EIN 36-2658780 | Accounting | $13,400 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,524 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,819 | $59,105+53.7% | $159,991-43.2% | $66,930+35.7% |
| Participation rate | 98.1% | 68.1%+30.0pp | 78.0%+20.1pp | 69.8%+28.3pp |
| Annual return | -14.35% | -12.26%-2.1pp | 408.82%-423.2pp | 1.57%-15.9pp |
| Employer contribution / active EE | $5,709 | $1,983+187.9% | $4,225+35.1% | $2,545+124.3% |
| Participant deferral / active EE | $12,508 | $4,395+184.6% | $6,183+102.3% | $4,238+195.1% |
| Admin fee / account holder | $448 | $591-24.2% | $8,715-94.9% | $593-24.5% |