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 BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC. Service code 19 · EIN 26-4310632 | Securities Custodian | $34,422 |
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Recordkeepi... | $27,239 |
MARTIN C. RAPAPORT, C.P.A, P.A.2+ years Filed as: MARTIN C. RAPAPORT, C.P.A., P.A. Service code 10 · EIN 65-0326545 | Accounting | $8,750 |
MATRIX TRUST COMPANY2+ years Service code 12 · EIN 75-3182674 | Account maintenance fees; Custodial (... | $5,515 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,315 | $58,726+79.3% | $92,239+14.2% | $62,293+69.1% |
| Participation rate | 60.9% | 68.3%-7.4pp | 76.5%-15.6pp | 69.5%-8.6pp |
| Annual return | 14.28% | 43.62%-29.3pp | 176.29%-162.0pp | 28.90%-14.6pp |
| Employer contribution / active EE | $198 | $2,392-91.7% | $3,680-94.6% | $2,042-90.3% |
| Participant deferral / active EE | $1,707 | $2,766-38.3% | $3,897-56.2% | $3,169-46.1% |
| Admin fee / account holder | $381 | $556-31.5% | $5,194-92.7% | $479-20.5% |