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 |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 49 · EIN 26-4310632 | Other Services | $26,921 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $18,179 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 16 · EIN 26-4370632 | Consulting | $13,597 |
EDUARDO MELENDEZ1 year Filed as: EDUARDO RODRIGUEZ Service code 56 CCC GROUP, INC · SAN ANTONIO, TX 782193507 | Non-monetary compensation | $0 |
MICHELLE OCHOCINSKI1 year Filed as: MICHELLE GARZA Service code 56 CCC GROUP, INC · SAN ANTONIO, TX 782193507 | Non-monetary compensation | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,640 | $56,443-67.0% | $83,830-77.8% | $55,725-66.5% |
| Participation rate | 69.7% | 72.0%-2.3pp | 76.1%-6.4pp | 70.9%-1.1pp |
| Annual return | -4.60% | 393.67%-398.3pp | 850.97%-855.6pp | 244.93%-249.5pp |
| Employer contribution / active EE | $93 | $2,682-96.5% | $3,631-97.4% | $2,078-95.5% |
| Participant deferral / active EE | $2,887 | $2,965-2.6% | $4,082-29.3% | $3,356-13.9% |
| Admin fee / account holder | $44 | $156-71.9% | $5,479-99.2% | $115-61.9% |