Filed June 7, 2018
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 BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 55 1 NEW YORK PLZ FL 12 · NEW YORK, NY 100041901 | Other Commissions | $27,576 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $18,117 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 55 1250 S CAPITAL OF TEXAS HWY · WEST LAKE HLS, TX 78746 | Other Commissions | $11,396 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $88,357 | $50,464+75.1% | $75,784+16.6% | $52,331+68.8% |
| Participation rate | 42.8% | 66.8%-24.0pp | 75.8%-33.0pp | 68.1%-25.3pp |
| Annual return | -0.61% | 1.03%-1.6pp | 9.68%-10.3pp | 4.54%-5.1pp |
| Employer contribution / active EE | $1,732 | $1,988-12.9% | $3,323-47.9% | $1,882-7.9% |
| Participant deferral / active EE | $4,015 | $2,570+56.2% | $3,652+10.0% | $3,022+32.9% |
| Admin fee / account holder | $135 | $1,103-87.7% | $5,300-97.4% | $592-77.1% |