Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 BA Service code 27 · EIN 46-4036860 | Advisory (Plan) | $65,215 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,845 |
THE BENEFIT PRACTICE5 years Service code 13 · EIN 13-4144565 | Contract Administrator | $22,507 |
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 | $62,239 | $129,227-51.8% | $184,256-66.2% | $77,762-20.0% |
| Participation rate | 80.4% | 87.4%-6.9pp | 86.8%-6.4pp | 70.6%+9.8pp |
| Annual return | 22.79% | 33.24%-10.5pp | 28.85%-6.1pp | 31.27%-8.5pp |
| Employer contribution / active EE | $5,167 | $4,412+17.1% | $6,427-19.6% | $2,728+89.4% |
| Participant deferral / active EE | $10,491 | $7,307+43.6% | $9,133+14.9% | $4,651+125.6% |
| Admin fee / account holder | $403 | $256+57.6% | $13,899-97.1% | $433-6.9% |