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 |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $30,363 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,183 |
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 | $71,858 | $71,523+0.5% | $98,461-27.0% | $71,511+0.5% |
| Participation rate | 96.7% | 72.7%+24.0pp | 75.2%+21.5pp | 67.9%+28.8pp |
| Annual return | 12.55% | 32.43%-19.9pp | 21.17%-8.6pp | 28.86%-16.3pp |
| Employer contribution / active EE | $680 | $2,399-71.7% | $3,049-77.7% | $2,589-73.7% |
| Participant deferral / active EE | $6,802 | $4,109+65.5% | $4,738+43.6% | $4,291+58.5% |
| Admin fee / account holder | $294 | $1,676-82.4% | $8,961-96.7% | $1,588-81.5% |