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 Filed as: MORGAN STANLEY Service code 28 · EIN 26-4310632 | Investment Management | $75,412 |
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $27,406 |
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 | $82,373 | $60,989+35.1% | $60,906+35.2% | $66,938+23.1% |
| Participation rate | 92.9% | 74.5%+18.4pp | 73.1%+19.8pp | 69.8%+23.1pp |
| Annual return | -13.75% | -9.60%-4.1pp | 16.94%-30.7pp | 1.58%-15.3pp |
| Employer contribution / active EE | $4,620 | $2,661+73.7% | $2,703+70.9% | $2,545+81.5% |
| Participant deferral / active EE | $5,636 | $3,615+55.9% | $3,814+47.8% | $4,238+33.0% |
| Admin fee / account holder | $259 | $338-23.5% | $3,227-92.0% | $594-56.4% |