Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Service code 15 · EIN 20-8764829 | Recordkeeping | $100,310 |
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $70,368 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,088 | $106,247-17.1% | $147,096-40.1% | $77,714+13.3% |
| Participation rate | 96.0% | 78.4%+17.6pp | 82.2%+13.8pp | 70.6%+25.4pp |
| Annual return | 18.53% | 56.87%-38.3pp | 419.75%-401.2pp | 31.26%-12.7pp |
| Employer contribution / active EE | $6,728 | $4,069+65.3% | $4,936+36.3% | $2,727+146.8% |
| Participant deferral / active EE | $14,349 | $7,996+79.4% | $8,071+77.8% | $4,649+208.6% |
| Admin fee / account holder | $238 | $338-29.7% | $13,005-98.2% | $433-45.1% |