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 BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY INC. Service code 21 · EIN 13-2919773 | Bank Trustee | $131,688 |
MCCREADY & KEENE INC.5+ years Filed as: MCCREADY & KEENE, INC. Service code 15 · EIN 35-0500670 | Recordkeeping | $11,869 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $11,160 |
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 | $28,301 | $47,648-40.6% | $130,660-78.3% | $67,582-58.1% |
| Participation rate | 100.0% | 60.4%+39.6pp | 71.7%+28.3pp | 71.3%+28.7pp |
| Annual return | 19.68% | 25.73%-6.1pp | 1709.29%-1689.6pp | 378.57%-358.9pp |
| Employer contribution / active EE | $1,326 | $1,408-5.8% | $4,092-67.6% | $2,148-38.3% |
| Participant deferral / active EE | $0 | $2,616-100.0% | $3,603-100.0% | $3,539-100.0% |
| Admin fee / account holder | $366 | $105+248.7% | $5,463-93.3% | $142+157.4% |