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 |
|---|---|---|
WEALTHMD CORPORATION1+ years Service code 26 · EIN 20-4720045 | Advisory (Participants) | $262,305 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $20,075 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,495 | $67,166+55.6% | $57,349+82.2% | $55,191+89.3% |
| Participation rate | 96.7% | 77.7%+18.9pp | 75.1%+21.6pp | 69.2%+27.5pp |
| Annual return | 0.62% | 4.22%-3.6pp | 24.40%-23.8pp | 10.78%-10.2pp |
| Employer contribution / active EE | $6,441 | $2,812+129.0% | $2,689+139.5% | $1,899+239.2% |
| Participant deferral / active EE | $3,196 | $2,835+12.7% | $3,162+1.1% | $3,046+4.9% |
| Admin fee / account holder | $387 | $44+787.8% | $3,356-88.5% | $91+325.9% |