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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $110,909 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $59,984 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $34,334 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,530 | $96,486+124.4% | $153,643+40.9% | $77,736+178.5% |
| Participation rate | 97.9% | 81.6%+16.2pp | 77.1%+20.8pp | 70.6%+27.3pp |
| Annual return | 12.18% | 14.44%-2.3pp | 15.71%-3.5pp | 31.26%-19.1pp |
| Employer contribution / active EE | $8,594 | $5,224+64.5% | $5,039+70.5% | $2,728+215.1% |
| Participant deferral / active EE | $10,162 | $6,609+53.8% | $6,754+50.5% | $4,651+118.5% |
| Admin fee / account holder | $265 | $182+45.2% | $12,739-97.9% | $433-38.8% |