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 BARNEY5 years Filed as: MORGAN STANLEY Service code 26 · EIN 51-0116113 | Advisory (Participants) | $32,708 |
DMJ & CO., PLLC1 year Filed as: DAVENPORT MARVIN AND JOYCE Service code 10 · EIN 56-0570567 | Accounting | $6,732 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,695 | $86,655-72.7% | $119,622-80.2% | $66,938-64.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | -12.23% | -8.00%-4.2pp | -14.98%+2.8pp | 1.58%-13.8pp |
| Employer contribution / active EE | $1,415 | $2,536-44.2% | $4,232-66.6% | $2,545-44.4% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,601-100.0% | $4,238-100.0% |
| Admin fee / account holder | $290 | $755-61.6% | $10,328-97.2% | $594-51.1% |