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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $72,727 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS LLP Service code 10 PO BOX 602828 · CHARLOTTE, NC 282602828 | Accounting | $34,296 |
Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $15,823 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,601 | $100,061-81.4% | $120,344-84.5% | $64,728-71.3% |
| Participation rate | 94.4% | 79.8%+14.6pp | 76.7%+17.7pp | 57.9%+36.5pp |
| Annual return | 5.52% | 16.53%-11.0pp | 20.30%-14.8pp | 49.38%-43.9pp |
| Employer contribution / active EE | $1,398 | $3,112-55.1% | $3,020-53.7% | $2,243-37.7% |
| Participant deferral / active EE | $2,873 | $4,955-42.0% | $5,135-44.0% | $2,729+5.3% |
| Admin fee / account holder | $136 | $428-68.2% | $12,742-98.9% | $1,145-88.1% |