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 Service code 27 · EIN 26-4310632 | Advisory (Plan) | $75,000 |
BENESYS, INC.1+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $19,785 |
PLANTE & MORAN, PLLC1+ years Service code 10 · EIN 38-1357951 | Accounting | $19,560 |
SACHS WALDMAN PROFESSIONAL CORP.1+ years Filed as: SACHS WALDMAN P.C. Service code 29 · EIN 38-1905521 | Legal | $12,129 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN GRAPHICS PRINTING CO. Service code 36 · EIN 38-2090931 | Direct payment from the plan; Copying... | $9,455 |
Filed as: MERRILL LYNCH, PIERCE FENNER SMITH Service code 15 · EIN 13-5674085 | Recordkeeping | $475 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,279 | $54,392-27.8% | $84,753-53.7% | $63,975-38.6% |
| Participation rate | 91.3% | 76.9%+14.5pp | 76.6%+14.7pp | 71.1%+20.2pp |
| Annual return | -1.11% | 611.38%-612.5pp | 22.78%-23.9pp | 48.65%-49.8pp |
| Employer contribution / active EE | $535 | $2,943-81.8% | $3,574-85.0% | $2,182-75.5% |
| Participant deferral / active EE | $449 | $2,593-82.7% | $3,712-87.9% | $3,356-86.6% |
| Admin fee / account holder | $90 | $136-33.4% | $5,333-98.3% | $70+28.3% |