Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $56,721 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 26-4310632 | Advisory (Plan) | $33,887 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,762 | $48,432+8.9% | $121,204-56.5% | $71,511-26.2% |
| Participation rate | 97.5% | 54.3%+43.2pp | 69.5%+28.0pp | 67.9%+29.6pp |
| Annual return | 20.73% | 23.28%-2.6pp | 987.18%-966.5pp | 28.86%-8.1pp |
| Employer contribution / active EE | $5,423 | $1,493+263.2% | $4,170+30.1% | $2,589+109.4% |
| Participant deferral / active EE | $6,895 | $2,756+150.2% | $4,083+68.9% | $4,291+60.7% |
| Admin fee / account holder | $254 | $1,845-86.2% | $5,651-95.5% | $1,588-84.0% |