See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $35,578 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,003 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,835 | $71,142-20.1% | $119,609-52.5% | $64,808-12.3% |
| Participation rate | 57.1% | 78.6%-21.5pp | 79.3%-22.2pp | 71.5%-14.4pp |
| Annual return | -17.23% | -10.01%-7.2pp | -14.97%-2.3pp | 32.82%-50.0pp |
| Employer contribution / active EE | $2,022 | $2,497-19.1% | $4,232-52.2% | $2,506-19.3% |
| Participant deferral / active EE | $4,450 | $4,490-0.9% | $5,602-20.6% | $4,310+3.3% |
| Admin fee / account holder | $205 | $162+26.4% | $10,323-98.0% | $188+9.1% |