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 BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $22,924 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,362 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,588 | $79,169-51.3% | $100,415-61.6% | $74,478-48.2% |
| Participation rate | 89.6% | 79.4%+10.2pp | 81.5%+8.1pp | 67.2%+22.4pp |
| Annual return | 15.49% | 20.51%-5.0pp | 49.47%-34.0pp | 1370.56%-1355.1pp |
| Employer contribution / active EE | $0 | $3,017-100.0% | $3,943-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $5,730 | $7,751-26.1% | $8,091-29.2% | $4,350+31.7% |
| Admin fee / account holder | $109 | $1,337-91.9% | $7,906-98.6% | $1,946-94.4% |