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 Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $4,644 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,299 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,683 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,362 | $39,245+13.0% | $64,105-30.8% | $52,331-15.2% |
| Participation rate | 50.9% | 58.2%-7.4pp | 68.2%-17.3pp | 68.1%-17.2pp |
| Annual return | 1.03% | 14.79%-13.8pp | 791.24%-790.2pp | 4.54%-3.5pp |
| Employer contribution / active EE | $271 | $736-63.2% | $1,820-85.1% | $1,882-85.6% |
| Participant deferral / active EE | $1,770 | $1,992-11.1% | $2,822-37.3% | $3,022-41.4% |
| Admin fee / account holder | $74 | $592-87.5% | $4,499-98.3% | $592-87.4% |