Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 50 · EIN 26-4310632 | Direct Payment | $145,259 |
Filed as: MERRILL LYNCH Service code 15 · EIN 13-5674085 | Recordkeeping | $78,133 |
BELLOWS ASSOCIATES, P.A.6 years Service code 10 · EIN 65-0804414 | Accounting | $20,000 |
QCWDR, LLP8+ years Service code 29 · EIN 45-1444874 | Legal | $6,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,708 | $85,660-44.3% | $136,867-65.1% | $85,660-44.3% |
| Participation rate | 83.7% | 74.8%+8.9pp | 74.5%+9.2pp | 74.8%+8.9pp |
| Annual return | 12.36% | 19.52%-7.2pp | 42.97%-30.6pp | 19.52%-7.2pp |
| Employer contribution / active EE | $4,394 | $4,199+4.6% | $3,547+23.9% | $4,199+4.6% |
| Participant deferral / active EE | $257 | $3,518-92.7% | $4,924-94.8% | $3,518-92.7% |
| Admin fee / account holder | $28 | $224-87.5% | $10,340-99.7% | $224-87.5% |