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 | $129,159-51.8% | $184,243-66.2% | $77,714-19.9% |
| Participation rate | 80.4% | 87.4%-6.9pp | 86.8%-6.4pp | 70.6%+9.9pp |
| Annual return | 22.79% | 33.22%-10.4pp | 28.82%-6.0pp | 31.26%-8.5pp |
| Employer contribution / active EE | $5,167 | $4,410+17.2% | $6,427-19.6% | $2,727+89.5% |
| Participant deferral / active EE | $10,491 | $7,305+43.6% | $9,132+14.9% | $4,649+125.7% |
| Admin fee / account holder | $403 | $256+57.6% | $13,914-97.1% | $433-7.0% |