See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,842 |
Filed as: MORGAN STANLEY & CO. INC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $6,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,225 | $79,171+51.9% | $102,423+17.4% | $74,495+61.4% |
| Participation rate | 97.3% | 74.8%+22.5pp | 76.5%+20.9pp | 67.2%+30.1pp |
| Annual return | 15.76% | 54.93%-39.2pp | 29.32%-13.6pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $4,058 | $2,362+71.8% | $3,023+34.2% | $2,623+54.7% |
| Participant deferral / active EE | $5,540 | $4,415+25.5% | $5,053+9.6% | $4,346+27.5% |
| Admin fee / account holder | $102 | $2,001-94.9% | $9,451-98.9% | $1,942-94.7% |