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 49 · EIN 26-4310632 | Other Services | $17,527 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,100 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,674 | $43,496-36.4% | $161,489-82.9% | $64,340-57.0% |
| Participation rate | 59.5% | 53.5%+6.0pp | 78.7%-19.2pp | 55.2%+4.3pp |
| Annual return | 11.95% | 20.76%-8.8pp | 89.72%-77.8pp | 24.14%-12.2pp |
| Employer contribution / active EE | $2,009 | $1,431+40.5% | $4,268-52.9% | $1,862+7.9% |
| Participant deferral / active EE | $2,466 | $1,996+23.6% | $5,630-56.2% | $2,980-17.3% |
| Admin fee / account holder | $16 | $2,330-99.3% | $16,006-99.9% | $3,703-99.6% |