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 |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $21,212 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $20,851 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,585 | $48,337+163.9% | $67,560+88.8% | $80,959+57.6% |
| Participation rate | 94.8% | 66.4%+28.4pp | 72.9%+21.9pp | 67.7%+27.1pp |
| Annual return | 11.88% | 18.26%-6.4pp | 3533.50%-3521.6pp | 35.67%-23.8pp |
| Employer contribution / active EE | $5,753 | $2,023+184.4% | $2,737+110.2% | $2,757+108.7% |
| Participant deferral / active EE | $5,698 | $2,928+94.6% | $4,004+42.3% | $4,300+32.5% |
| Admin fee / account holder | $278 | $3,695-92.5% | $3,994-93.0% | $6,925-96.0% |