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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY INS SVCS INC Service code 27 · EIN 51-0116113 1 NEW YORK PLAZA 12TH FLOOR · NEW YORK, NY 10004 | Advisory (Plan) | $17,226 |
NATIONWIDE5 years Service code 19 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $15,349 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,849 | $49,199+9.5% | $121,204-55.6% | $75,173-28.4% |
| Participation rate | 54.4% | 55.4%-1.0pp | 69.5%-15.1pp | 67.2%-12.8pp |
| Annual return | 5.13% | 56.04%-50.9pp | 987.18%-982.0pp | 160.72%-155.6pp |
| Employer contribution / active EE | $673 | $1,547-56.5% | $4,170-83.9% | $2,671-74.8% |
| Participant deferral / active EE | $2,355 | $2,630-10.5% | $4,083-42.3% | $4,126-42.9% |
| Admin fee / account holder | $0 | $3,946-100.0% | $5,651-100.0% | $5,651-100.0% |