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 BARNEY5+ years Filed as: MORGAN STANLEY GRAYSTONE CONSULTING Service code 19 111 N. WASHINGTON ST · GREEN BAY, WI 54301 | Securities Custodian | $48,500 |
BMO HARRIS BANK NA4 years Service code 21 · EIN 36-2085229 | Bank Trustee | $33,807 |
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 19 · EIN 46-5378846 | Securities Custodian | $850 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $288,723 | $98,776+192.3% | $149,745+92.8% | $79,856+261.6% |
| Participation rate | 96.1% | 75.8%+20.3pp | 82.5%+13.6pp | 69.6%+26.4pp |
| Annual return | 10.69% | 27.38%-16.7pp | 276.72%-266.0pp | 31.71%-21.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,935 | $5,681+22.1% | $6,843+1.4% | $3,741+85.4% |
| Admin fee / account holder | $977 | $6,053-83.9% | $9,312-89.5% | $5,306-81.6% |