Filed March 18, 2017
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 BARNEY3 years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 26 1585 BROADWAY · NEW YORK CITY, NY 10036 | Advisory (Participants) | $34,928 |
WIPFLI LLP3 years Service code 15 · EIN 39-0758449 | Recordkeeping | $27,547 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,612 | $102,422-5.7% | $147,117-34.3% | $80,959+19.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.11% | 135.16%-123.0pp | 420.54%-408.4pp | 35.67%-23.6pp |
| Employer contribution / active EE | $1,401 | $3,717-62.3% | $4,932-71.6% | $2,757-49.2% |
| Participant deferral / active EE | $7,977 | $6,652+19.9% | $8,065-1.1% | $4,300+85.5% |
| Admin fee / account holder | $651 | $7,953-91.8% | $12,993-95.0% | $6,925-90.6% |