Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $46,688-62.4% | $189,758-90.7% | $69,733-74.8% |
| Participation rate | 96.5% | 61.7%+34.8pp | 79.8%+16.7pp | 62.5%+34.0pp |
| Annual return | 14.02% | 14.35%-0.3pp | 52.62%-38.6pp | 15.22%-1.2pp |
| Employer contribution / active EE | $1,715 | $1,695+1.2% | $4,767-64.0% | $2,250-23.8% |
| Participant deferral / active EE | $2,177 | $2,143+1.6% | $5,856-62.8% | $3,054-28.7% |
| Admin fee / account holder | $147 | $1,700-91.4% | $20,388-99.3% | $3,102-95.3% |