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 BARNEY3 years Service code 15 · EIN 20-8764829 | Recordkeeping | $38,370 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,950 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,025 | $58,320+23.5% | $86,438-16.7% | $66,938+7.6% |
| Participation rate | 96.9% | 78.6%+18.3pp | 80.3%+16.6pp | 69.8%+27.1pp |
| Annual return | -17.36% | -9.71%-7.7pp | 4397.19%-4414.6pp | 1.58%-18.9pp |
| Employer contribution / active EE | $3,787 | $2,615+44.8% | $3,769+0.5% | $2,545+48.8% |
| Participant deferral / active EE | $10,831 | $6,899+57.0% | $6,952+55.8% | $4,238+155.5% |
| Admin fee / account holder | $136 | $546-75.1% | $6,733-98.0% | $594-77.1% |