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 GLOBAL BANKING OPER Service code 28 1585 BROADWAY · NEW YORK, NY 10036 | Investment Management | $45,891 |
METRO BENEFITS, INC.3 years Service code 14 · EIN 25-1541083 8150 PERRY HIGHWAY · PITTSBURGH, PA 152375232 | Plan Administrator | $36,057 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $247,190-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 1.7%-1.7pp |
| Annual return | 9.03% | 9.30%-0.3pp | 7.87%+1.2pp | 627.08%-618.1pp |
| Employer contribution / active EE | $6,111 | $21,052-71.0% | $31,784-80.8% | $18,824-67.5% |
| Participant deferral / active EE | $0 | $1,264-100.0% | $241-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $240,514-100.0% | $1,923-100.0% |