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 BARNEY2+ years Service code 15 · EIN 20-8764829 | Recordkeeping | $88,935 |
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $82,827 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,405 | $95,417-26.2% | $135,974-48.2% | $74,460-5.4% |
| Participation rate | 88.3% | 78.2%+10.1pp | 81.9%+6.4pp | 70.7%+17.5pp |
| Annual return | 103.75% | 32.76%+71.0pp | 68.30%+35.4pp | 34.38%+69.4pp |
| Employer contribution / active EE | $5,025 | $3,878+29.6% | $4,859+3.4% | $2,638+90.5% |
| Participant deferral / active EE | $10,560 | $7,789+35.6% | $7,760+36.1% | $4,530+133.1% |
| Admin fee / account holder | $227 | $266-14.7% | $10,767-97.9% | $348-34.8% |