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 GLOBAL BANKING OP. Service code 26 1300 THAMES STREET WHARF · BALITMORE, MD 21231 | Advisory (Participants) | $55,210 |
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $9,881 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $471,339 | $89,367+427.4% | $141,191+233.8% | $72,975+545.9% |
| Participation rate | 98.5% | 75.1%+23.4pp | 82.5%+16.0pp | 69.5%+29.0pp |
| Annual return | 18.61% | 111.87%-93.3pp | 71.41%-52.8pp | 81.01%-62.4pp |
| Employer contribution / active EE | $19,670 | $3,115+531.5% | $4,736+315.3% | $2,440+706.1% |
| Participant deferral / active EE | $3,919 | $5,419-27.7% | $6,710-41.6% | $3,608+8.6% |
| Admin fee / account holder | $26,584 | $5,957+346.3% | $10,264+159.0% | $5,124+418.8% |