Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10119 | Advisory (Plan) | $84,652 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,186 |
THE BENEFIT PRACTICE3 years Service code 13 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Contract Administrator | $14,910 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,051 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,850 | $88,122+4.2% | $141,177-34.9% | $67,579+35.9% |
| Participation rate | 94.3% | 76.5%+17.8pp | 82.5%+11.8pp | 71.3%+23.0pp |
| Annual return | 23.56% | 75.40%-51.8pp | 71.40%-47.8pp | 378.56%-355.0pp |
| Employer contribution / active EE | $3,613 | $3,224+12.1% | $4,736-23.7% | $2,148+68.2% |
| Participant deferral / active EE | $8,881 | $5,958+49.1% | $6,710+32.4% | $3,539+150.9% |
| Admin fee / account holder | $466 | $131+255.7% | $10,263-95.5% | $142+227.2% |