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 BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $37,884 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,734 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,085 | $86,655-20.3% | $119,622-42.2% | $66,938+3.2% |
| Participation rate | 80.9% | 75.6%+5.3pp | 79.3%+1.6pp | 69.8%+11.0pp |
| Annual return | -13.93% | -8.00%-5.9pp | -14.98%+1.1pp | 1.58%-15.5pp |
| Employer contribution / active EE | $899 | $2,536-64.5% | $4,232-78.7% | $2,545-64.7% |
| Participant deferral / active EE | $2,829 | $4,358-35.1% | $5,601-49.5% | $4,238-33.3% |
| Admin fee / account holder | $195 | $755-74.2% | $10,328-98.1% | $594-67.2% |