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 |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP, INC Service code 63 · EIN 23-1945930 | 12b-1 Fees | $10,316 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $9,548 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 13 · EIN 04-2530412 | Contract Administrator | $4,400 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,694 | $104,479-50.5% | $159,474-67.6% | $79,391-34.9% |
| Participation rate | 96.9% | 76.6%+20.2pp | 82.8%+14.0pp | 70.7%+26.2pp |
| Annual return | 19.76% | 67.98%-48.2pp | 263.68%-243.9pp | 116.88%-97.1pp |
| Employer contribution / active EE | $2,962 | $3,417-13.3% | $4,831-38.7% | $2,428+22.0% |
| Participant deferral / active EE | $5,323 | $6,468-17.7% | $7,353-27.6% | $4,046+31.6% |
| Admin fee / account holder | $87 | $711-87.7% | $10,802-99.2% | $627-86.1% |