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 Service code 28 · EIN 13-2919773 | Investment Management | $180,381 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN, AN ASCENSUS COMPANY Service code 28 · EIN 82-3719843 | Investment Management | $48,759 |
ARMANINO LLP5 years Service code 10 · EIN 94-6214841 | Accounting | $19,950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,253 | $45,000-50.6% | $143,797-84.5% | $77,906-71.4% |
| Participation rate | 68.8% | 66.8%+2.0pp | 80.3%-11.5pp | 73.7%-4.9pp |
| Annual return | -14.05% | 29.03%-43.1pp | -0.04%-14.0pp | 12.16%-26.2pp |
| Employer contribution / active EE | $8 | $1,870-99.6% | $4,952-99.8% | $2,846-99.7% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,638-100.0% | $4,805-100.0% |
| Admin fee / account holder | $247 | $98+150.7% | $14,679-98.3% | $133+86.1% |