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 |
|---|---|---|
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3 years Service code 49 9130 S DADELAND BLVD · MIAMI, FL 33156 | Other Services | $0 |
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 | $43,508 | $66,302-34.4% | $110,243-60.5% | $56,287-22.7% |
| Participation rate | 75.0% | 74.9%+0.1pp | 79.8%-4.8pp | 69.9%+5.1pp |
| Annual return | -5.73% | -1.18%-4.6pp | 314.76%-320.5pp | -9.96%+4.2pp |
| Employer contribution / active EE | $2,021 | $2,047-1.3% | $3,827-47.2% | $2,111-4.3% |
| Participant deferral / active EE | $3,020 | $3,381-10.7% | $4,672-35.4% | $3,350-9.9% |
| Admin fee / account holder | $0 | $698-100.0% | $8,548-100.0% | $521-100.0% |