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 Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 50 · EIN 26-4310632 | Direct Payment | $26,374 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $10,874 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,476 | $110,483+34.4% | $145,433+2.1% | $79,634+86.4% |
| Participation rate | 94.4% | 71.1%+23.3pp | 82.1%+12.3pp | 62.5%+31.9pp |
| Annual return | 15.33% | 24.62%-9.3pp | 66.58%-51.2pp | 36.46%-21.1pp |
| Employer contribution / active EE | $4,079 | $4,053+0.6% | $4,554-10.4% | $2,529+61.3% |
| Participant deferral / active EE | $11,569 | $7,216+60.3% | $7,897+46.5% | $3,835+201.7% |
| Admin fee / account holder | $90 | $680-86.8% | $13,129-99.3% | $1,002-91.0% |