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 BARNEY8+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 19 601 UNION ST, STE 2900 · SEATTLE, WA 98101 | Securities Custodian | $25,304 |
HALBERT HARGROVE GLOBAL ADVISORS8+ years Filed as: HALBERT HARGROVE GLOBAL ADVISORS LL Service code 19 · EIN 33-0804608 | Securities Custodian | $21,096 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 26 · EIN 42-1558009 | Advisory (Participants) | $16,797 |
NORTHWEST PLAN SERVICES, INC.8+ years Service code 15 · EIN 91-2090931 | Recordkeeping | $12,670 |
MARIN FINANCIAL ADVISORS4 years Filed as: MARIN FINANCIAL ADVISORS LLC Service code 19 · EIN 38-3718954 | Securities Custodian | $10,559 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $330,500 | $84,499+291.1% | $125,391+163.6% | $66,949+393.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -16.32% | -8.49%-7.8pp | 572.41%-588.7pp | 1.57%-17.9pp |
| Employer contribution / active EE | $22,727 | $3,554+539.6% | $4,816+371.9% | $2,545+792.9% |
| Participant deferral / active EE | $10,810 | $6,785+59.3% | $7,448+45.1% | $4,239+155.0% |
| Admin fee / account holder | $473 | $685-30.9% | $10,009-95.3% | $594-20.2% |