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 BARNEY5 years Service code 55 1 NEW YORK PLAZA FL 12 · NEW YORK, NY 10004 | Other Commissions | $8,684 |
CARLSON QUINN6 years Service code 99 · EIN 94-3210526 | Other Fees | $5,151 |
CARLSON QUINN2 years Filed as: CARLSON QUINN, INC. Service code 49 | Other Services | $3,892 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $383 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $82,848 | $57,739+43.5% | $112,228-26.2% | $74,473+11.2% |
| Participation rate | 27.6% | 55.6%-28.0pp | 72.4%-44.8pp | 70.7%-43.1pp |
| Annual return | 9.56% | 19.52%-10.0pp | 30.23%-20.7pp | 34.36%-24.8pp |
| Employer contribution / active EE | $791 | $1,675-52.8% | $3,432-76.9% | $2,638-70.0% |
| Participant deferral / active EE | $1,531 | $2,891-47.1% | $4,800-68.1% | $4,530-66.2% |
| Admin fee / account holder | $443 | $462-4.1% | $7,752-94.3% | $347+27.7% |