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 BARNEY4 years Filed as: MORGAN STANLEY Service code 28 · EIN 26-4310632 | Investment Management | $61,969 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $61,801 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $1 |
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 | $192,174 | $72,639+164.6% | $90,766+111.7% | $66,949+187.0% |
| Participation rate | 97.4% | 73.7%+23.8pp | 75.7%+21.7pp | 69.8%+27.6pp |
| Annual return | -16.42% | -12.28%-4.1pp | -12.16%-4.3pp | 1.57%-18.0pp |
| Employer contribution / active EE | $7,992 | $2,369+237.3% | $2,922+173.5% | $2,545+214.0% |
| Participant deferral / active EE | $9,448 | $3,979+137.5% | $4,565+107.0% | $4,239+122.9% |
| Admin fee / account holder | $482 | $708-31.9% | $8,446-94.3% | $594-18.9% |