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 BARNEY9 years Service code 55 · EIN 26-4310632 | Other Commissions | $44,224 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,258 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,170 | $89,123-17.9% | $102,460-28.6% | $77,762-5.9% |
| Participation rate | 71.6% | 80.9%-9.3pp | 76.5%-4.9pp | 70.6%+1.0pp |
| Annual return | 16.01% | 25.05%-9.0pp | 29.47%-13.5pp | 31.27%-15.3pp |
| Employer contribution / active EE | $0 | $2,700-100.0% | $3,025-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $5,189 | $5,148+0.8% | $5,056+2.6% | $4,651+11.6% |
| Admin fee / account holder | $10 | $236-95.9% | $9,460-99.9% | $433-97.8% |