Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT2+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $11,674 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 150 N RADNOR CHESTER RD · RADNOR, PA 19087 | Contract Administrator | $9,019 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 1300 THAMES ST. WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $4,019 |
RETIREMENT SOLUTIONS SPECIALISTS2+ years Service code 15 · EIN 27-0293282 | Recordkeeping | $3,126 |
Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 1300 THAMES ST. WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $1,854 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 1300 THAMES ST. WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $1,687 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,492 | $101,672-61.2% | $147,117-73.2% | $74,478-47.0% |
| Participation rate | 38.4% | 75.5%-37.1pp | 82.2%-43.8pp | 67.2%-28.8pp |
| Annual return | 16.27% | 8757.83%-8741.6pp | 420.54%-404.3pp | 1370.56%-1354.3pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,627 | $7,305-64.0% | $8,065-67.4% | $4,350-39.6% |
| Admin fee / account holder | $299 | $1,753-83.0% | $12,993-97.7% | $1,946-84.6% |