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 BARNEY1+ years Filed as: JP MORGAN Service code 15 383 MADISON AVENUE · NEW YORK, NY 10017 | Recordkeeping | $1,622 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,195 | $71,142-96.9% | $119,608-98.2% | $64,814-96.6% |
| Participation rate | 4.9% | 78.6%-73.7pp | 79.3%-74.3pp | 71.5%-66.5pp |
| Annual return | 0.00% | -10.01%+10.0pp | -14.98%+15.0pp | 32.84%-32.8pp |
| Employer contribution / active EE | $0 | $2,497-100.0% | $4,232-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $163 | $4,490-96.4% | $5,601-97.1% | $4,310-96.2% |
| Admin fee / account holder | $51 | $162-68.7% | $10,326-99.5% | $188-73.0% |