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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,687 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $11,105 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,443 | $55,437-75.8% | $155,534-91.4% | $74,459-81.9% |
| Participation rate | 62.6% | 61.9%+0.7pp | 78.2%-15.6pp | 67.2%-4.6pp |
| Annual return | 24.25% | 269.58%-245.3pp | 64.92%-40.7pp | 1369.70%-1345.5pp |
| Employer contribution / active EE | $622 | $2,266-72.5% | $4,675-86.7% | $2,626-76.3% |
| Participant deferral / active EE | $1,779 | $2,837-37.3% | $5,630-68.4% | $4,350-59.1% |
| Admin fee / account holder | $85 | $1,742-95.1% | $15,900-99.5% | $1,945-95.6% |