Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY GRAYSTONE CONSULTING Service code 19 111 N. WASHINGTON ST · GREEN BAY, WI 54301 | Securities Custodian | $77,763 |
BMO HARRIS BANK NA3 years Service code 21 · EIN 36-2085229 | Bank Trustee | $33,066 |
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 19 · EIN 46-5378846 | Securities Custodian | $600 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $266,931 | $89,370+198.7% | $141,197+89.0% | $72,976+265.8% |
| Participation rate | 98.8% | 75.1%+23.7pp | 82.5%+16.3pp | 69.5%+29.3pp |
| Annual return | 10.83% | 111.88%-101.0pp | 71.41%-60.6pp | 81.02%-70.2pp |
| Employer contribution / active EE | $11,235 | $3,115+260.7% | $4,736+137.2% | $2,440+360.4% |
| Participant deferral / active EE | $7,925 | $5,419+46.3% | $6,710+18.1% | $3,608+119.7% |
| Admin fee / account holder | $1,016 | $5,957-82.9% | $10,265-90.1% | $5,124-80.2% |