Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,256 |
Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 49 | Other Services | $5,159 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,478 | $50,199-79.1% | $69,884-85.0% | $66,938-84.3% |
| Participation rate | 87.6% | 66.3%+21.3pp | 70.5%+17.1pp | 69.8%+17.8pp |
| Annual return | -13.76% | -13.85%+0.1pp | 190.81%-204.6pp | 1.58%-15.3pp |
| Employer contribution / active EE | $0 | $1,864-100.0% | $2,560-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,594 | $3,112-16.6% | $3,848-32.6% | $4,238-38.8% |
| Admin fee / account holder | $222 | $600-62.9% | $6,266-96.5% | $594-62.5% |