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 BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 16 · EIN 26-4310632 | Consulting | $35,803 |
OPPENHEIMER1+ years Filed as: OPPENHEIMER FUNDS Service code 50 TWO WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Direct Payment | $930 |
AMERICAN FUNDS1+ years Service code 50 P.O. BOX 6007 · INDIANAPOLIS, IN 462066007 | Direct Payment | $511 |
Filed as: MASSACHUSETTS FINANCIAL SVC. CO. Service code 50 · EIN 04-2747644 | Direct Payment | $402 |
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 | $51,555 | $68,408-24.6% | $57,196-9.9% | $57,658-10.6% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.3%+24.7pp | 70.2%+29.8pp |
| Annual return | 7.03% | 8.51%-1.5pp | 14.59%-7.6pp | 5.13%+1.9pp |
| Employer contribution / active EE | $3,373 | $2,869+17.6% | $2,683+25.7% | $1,974+70.9% |
| Participant deferral / active EE | $3,194 | $2,903+10.0% | $3,096+3.2% | $3,061+4.4% |
| Admin fee / account holder | $64 | $70-8.7% | $3,141-98.0% | $95-32.8% |