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 |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP10+ years Filed as: PRICEWATERHOUSECOOPERS, LLP Service code 10 AON BLDG., STE. 800 · SAN JUAN, PR 00918 | Accounting | $92,108 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 212319907 | Advisory (Plan) | $61,800 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $81,235 | $145,513-44.2% | $184,256-55.9% | $99,313-18.2% |
| Participation rate | 99.0% | 90.3%+8.7pp | 86.8%+12.1pp | 71.7%+27.3pp |
| Annual return | 13.40% | 21.25%-7.9pp | 28.85%-15.4pp | 17.67%-4.3pp |
| Employer contribution / active EE | $2,093 | $5,354-60.9% | $6,427-67.4% | $3,264-35.9% |
| Participant deferral / active EE | $5,009 | $8,423-40.5% | $9,133-45.2% | $5,346-6.3% |
| Admin fee / account holder | $15 | $78-80.2% | $13,899-99.9% | $109-85.9% |