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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP, INC Service code 63 · EIN 23-1945930 | 12b-1 Fees | $12,478 |
SAGEPOINT FINANCIAL INC2 years Filed as: SAGEPOINT FINANCIAL, INC Service code 27 · EIN 20-1741754 | Advisory (Plan) | $9,197 |
Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $9,078 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 13 · EIN 04-2530412 | Contract Administrator | $3,600 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $44,798 | $99,957-55.2% | $149,745-70.1% | $73,497-39.0% |
| Participation rate | 98.0% | 75.7%+22.3pp | 82.5%+15.5pp | 70.7%+27.3pp |
| Annual return | 23.42% | 53.87%-30.4pp | 276.72%-253.3pp | 28.51%-5.1pp |
| Employer contribution / active EE | $2,682 | $3,191-16.0% | $4,646-42.3% | $2,270+18.1% |
| Participant deferral / active EE | $4,305 | $6,073-29.1% | $6,843-37.1% | $3,740+15.1% |
| Admin fee / account holder | $168 | $551-69.4% | $9,312-98.2% | $513-67.2% |