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 |
|---|---|---|
Service code 15 150 STATE STREET · ROCHESTER, NY 14614 | Recordkeeping | $53,613 |
Filed as: MORGAN STANLEY Service code 16 305 CHURCH STREET SW · HUNTSVILLE, AL 35801 | Consulting | $35,987 |
ARIA7 years Service code 16 · EIN 82-0792334 1900 THE ALEMEDIA · SAN JOSE, CA 05126 | Consulting | $23,225 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,337 | $106,247+34.0% | $147,096-3.2% | $77,714+83.2% |
| Participation rate | 97.9% | 78.4%+19.6pp | 82.2%+15.8pp | 70.6%+27.4pp |
| Annual return | 14.89% | 56.87%-42.0pp | 419.75%-404.9pp | 31.26%-16.4pp |
| Employer contribution / active EE | $7,518 | $4,069+84.7% | $4,936+52.3% | $2,727+175.7% |
| Participant deferral / active EE | $11,784 | $7,996+47.4% | $8,071+46.0% | $4,649+153.5% |
| Admin fee / account holder | $123 | $338-63.6% | $13,005-99.1% | $433-71.6% |