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 BARNEY2 years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 26 1585 BROADWAY · NEW YORK CITY, NY 10036 | Advisory (Participants) | $30,682 |
WIPFLI LLP2 years Service code 15 · EIN 39-0758449 | Recordkeeping | $27,603 |
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 | $80,929 | $93,617-13.6% | $135,982-40.5% | $75,177+7.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.65% | 30.89%-14.2pp | 68.32%-51.7pp | 160.75%-144.1pp |
| Employer contribution / active EE | $4,271 | $3,538+20.7% | $4,859-12.1% | $2,671+59.9% |
| Participant deferral / active EE | $8,721 | $6,406+36.1% | $7,760+12.4% | $4,126+111.3% |
| Admin fee / account holder | $463 | $6,980-93.4% | $10,767-95.7% | $5,651-91.8% |