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 Service code 49 · EIN 26-4310632 | Other Services | $17,250 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,029 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,821 | $55,446-44.4% | $155,574-80.2% | $74,429-58.6% |
| Participation rate | 94.7% | 61.9%+32.8pp | 78.2%+16.5pp | 67.2%+27.5pp |
| Annual return | 10.49% | 269.20%-258.7pp | 64.87%-54.4pp | 1368.38%-1357.9pp |
| Employer contribution / active EE | $1,671 | $2,266-26.3% | $4,676-64.3% | $2,625-36.3% |
| Participant deferral / active EE | $3,301 | $2,836+16.4% | $5,629-41.4% | $4,348-24.1% |
| Admin fee / account holder | $103 | $1,743-94.1% | $15,914-99.4% | $1,944-94.7% |