Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 · EIN 13-2919773 155 CADILLAC DRIVE · SACRAMENTO, CA 95825 | Advisory (Plan) | $163,792 |
FIRST STATE TRUST COMPANY1+ years Service code 21 · EIN 13-3124172 TWO RIGHTER PARKWAY · WILMINGTON, DE 19803 | Bank Trustee | $21,549 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $139,743-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 22.6%-22.6pp | 1.8%-1.8pp |
| Annual return | 1.98% | 7.18%-5.2pp | 4.96%-3.0pp | 7.18%-5.2pp |
| Employer contribution / active EE | $21,858 | $13,095+66.9% | $29,749-26.5% | $13,095+66.9% |
| Participant deferral / active EE | $0 | $385-100.0% | $26-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $3,369-100.0% | $362-100.0% |