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 BARNEY4 years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $25,024 |
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $8,215 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,230 | $47,479+41.6% | $62,929+6.8% | $82,448-18.5% |
| Participation rate | 90.9% | 66.9%+24.0pp | 73.1%+17.8pp | 68.1%+22.8pp |
| Annual return | 11.81% | 20.34%-8.5pp | 1063.93%-1052.1pp | 41.64%-29.8pp |
| Employer contribution / active EE | $3,145 | $1,885+66.8% | $2,505+25.6% | $2,551+23.3% |
| Participant deferral / active EE | $6,068 | $2,870+111.4% | $3,888+56.1% | $4,139+46.6% |
| Admin fee / account holder | $213 | $3,804-94.4% | $5,065-95.8% | $7,234-97.1% |