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 SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $75,391 |
Annual investment return 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 | $84,640 | $61,616+37.4% | $105,754-20.0% | $55,167+53.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 78.9%+21.1pp | 69.0%+31.0pp |
| Annual return | 1.78% | 11.15%-9.4pp | 12.25%-10.5pp | 169.23%-167.4pp |
| Employer contribution / active EE | $10,848 | $3,043+256.5% | $4,079+166.0% | $1,963+452.8% |
| Participant deferral / active EE | $0 | $4,213-100.0% | $5,326-100.0% | $3,054-100.0% |
| Admin fee / account holder | $242 | $379-36.0% | $8,309-97.1% | $504-51.9% |