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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $15,503 |
Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $5,196 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,569 | $43,496-59.6% | $161,489-89.1% | $64,340-72.7% |
| Participation rate | 96.5% | 53.5%+42.9pp | 78.7%+17.8pp | 55.2%+41.2pp |
| Annual return | 14.02% | 20.76%-6.7pp | 89.72%-75.7pp | 24.14%-10.1pp |
| Employer contribution / active EE | $1,715 | $1,431+19.9% | $4,268-59.8% | $1,862-7.9% |
| Participant deferral / active EE | $2,177 | $1,996+9.1% | $5,630-61.3% | $2,980-27.0% |
| Admin fee / account holder | $147 | $2,330-93.7% | $16,006-99.1% | $3,703-96.0% |