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 BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $56,777 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,666 |
EISNERAMPER LLP5 years Service code 10 · EIN 87-1363769 | Accounting | $29,745 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,565 | $102,661+101.2% | $151,645+36.2% | $66,949+208.5% |
| Participation rate | 90.8% | 85.5%+5.2pp | 87.5%+3.3pp | 69.8%+20.9pp |
| Annual return | -16.30% | -10.81%-5.5pp | 3.34%-19.6pp | 1.57%-17.9pp |
| Employer contribution / active EE | $7,588 | $4,184+81.4% | $6,165+23.1% | $2,545+198.1% |
| Participant deferral / active EE | $16,135 | $6,645+142.8% | $8,363+92.9% | $4,239+280.6% |
| Admin fee / account holder | $657 | $630+4.2% | $11,614-94.3% | $594+10.7% |