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 BARNEY1+ years Service code 27 · EIN 13-2655998 1775 I STREET NW · WASHINGTON, DC 20006 | Advisory (Plan) | $42,375 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 1021 E CARY ST 22ND FL · RICHMOND, VA 23219 | Advisory (Plan) | $29,740 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: WYSTAR GLOBAL RETIREMENT SOLUTIONS Service code 13 · EIN 22-1147033 1111 E MAIN STREET 5TH FLOOR · RICHMOND, VA 23219 | Contract Administrator | $27,780 |
UBS FINANCIAL SERVICES INC1+ years Service code 27 · EIN 13-2638166 1501 K STREET NW SUITE 1100 · WASHINGTON, DC 20005 | Advisory (Plan) | $23,607 |
HARITON, MANCUSO & JONES, P.C.1+ years Service code 10 · EIN 52-1706411 11140 ROCKVILLE PIKE SUITE 340 · ROCKVILLE, MD 20852 | Accounting | $22,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,361 | $39,859-48.9% | $78,675-74.1% | $57,658-64.7% |
| Participation rate | 100.0% | 66.1%+33.9pp | 73.6%+26.4pp | 70.2%+29.8pp |
| Annual return | 9.50% | 18.96%-9.5pp | 62.19%-52.7pp | 5.13%+4.4pp |
| Employer contribution / active EE | $276 | $1,786-84.6% | $2,850-90.3% | $1,974-86.0% |
| Participant deferral / active EE | $0 | $2,248-100.0% | $3,517-100.0% | $3,061-100.0% |
| Admin fee / account holder | $221 | $76+190.1% | $4,510-95.1% | $95+133.8% |