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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Service code 15 · EIN 26-4310844 | Recordkeeping | $41,250 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $34,243 |
RSM US LLP1 year Filed as: MCGLADREY & PULLEN Service code 15 · EIN 42-0714325 | Recordkeeping | $20,600 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $56,704 | $70,106-19.1% | $80,977-30.0% | $63,975-11.4% |
| Participation rate | 94.7% | 79.4%+15.3pp | 75.8%+18.9pp | 71.1%+23.6pp |
| Annual return | 10.51% | 13.93%-3.4pp | 17.11%-6.6pp | 48.65%-38.1pp |
| Employer contribution / active EE | $3,044 | $2,042+49.1% | $3,715-18.0% | $2,182+39.5% |
| Participant deferral / active EE | $6,862 | $5,245+30.8% | $5,696+20.5% | $3,356+104.5% |
| Admin fee / account holder | $36 | $57-36.6% | $5,517-99.3% | $70-48.7% |