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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $106,393 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 55 1300 THAMES ST WHARF 4TH FLOOR · BALTIMORE, MD 21231 | Other Commissions | $89,452 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,355 | $87,125-5.5% | $108,405-24.0% | $86,821-5.1% |
| Participation rate | 98.9% | 80.5%+18.4pp | 80.1%+18.8pp | 72.3%+26.6pp |
| Annual return | 15.20% | 25.21%-10.0pp | 905.55%-890.3pp | 97.94%-82.7pp |
| Employer contribution / active EE | $3,552 | $2,477+43.4% | $3,559-0.2% | $2,406+47.6% |
| Participant deferral / active EE | $5,093 | $6,944-26.7% | $6,563-22.4% | $4,132+23.3% |
| Admin fee / account holder | $166 | $130+27.8% | $7,297-97.7% | $170-1.9% |