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 DEAN WITTER Service code 16 ONE NEW YORK PLAZA · NEW YORK, NY 10004 | Consulting | $124,471 |
NOVARA, TESIJA & CATENACCI, PLLC2+ years Filed as: NOVARA, TESIJA, PLLC Service code 29 2000 TOWN CENTER · SOUTH FIELD, MI 48075 | Legal | $20,982 |
TIC INTERNATIONAL CORPORATION2+ years Service code 16 6525 CENTURION DR · LANSING, MI 48917 | Consulting | $12,000 |
LUBLIN SUSSMAN GROUP LLP2+ years Service code 10 · EIN 34-1087273 | Accounting | $10,000 |
Service code 12 · EIN 13-3689044 | Claims processing; Participant loan p... | $40 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participant 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 | $181,737 | $52,884+243.7% | $84,753+114.4% | $55,167+229.4% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 7.78% | 18.03%-10.3pp | 22.78%-15.0pp | 169.23%-161.4pp |
| Employer contribution / active EE | $5,579 | $2,233+149.8% | $3,574+56.1% | $1,963+184.3% |
| Participant deferral / active EE | $380 | $2,644-85.6% | $3,712-89.8% | $3,054-87.5% |
| Admin fee / account holder | $200 | $581-65.6% | $5,333-96.3% | $504-60.3% |