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 BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 · EIN 26-4310632 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $13,583 |
NOVA 401(K) ASSOCIATES3+ years Service code 13 · EIN 20-1181458 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $6,925 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY INSURANCE SVCS. INC. Service code 55 | Other Commissions | $1,882 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR INC MORNINGSTAR ASSOC. Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $1,364 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,156 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $93 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY INSURANCE SVCS INC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $0 |
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 | $49,441 | $51,466-3.9% | $78,778-37.2% | $62,293-20.6% |
| Participation rate | 87.5% | 59.8%+27.7pp | 69.2%+18.3pp | 69.5%+18.0pp |
| Annual return | 17.22% | 19.96%-2.7pp | 35.62%-18.4pp | 28.90%-11.7pp |
| Employer contribution / active EE | $394 | $827-52.3% | $1,986-80.1% | $2,042-80.7% |
| Participant deferral / active EE | $4,069 | $2,147+89.5% | $2,958+37.5% | $3,169+28.4% |
| Admin fee / account holder | $9 | $489-98.2% | $5,134-99.8% | $479-98.2% |