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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $117,940 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 26 · EIN 36-3145972 | Advisory (Participants) | $92,121 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISORS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $32,008 |
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 | $144,248 | $90,064+60.2% | $100,415+43.7% | $77,762+85.5% |
| Participation rate | 94.2% | 81.3%+12.9pp | 81.5%+12.7pp | 70.6%+23.6pp |
| Annual return | 13.94% | 20.61%-6.7pp | 49.47%-35.5pp | 31.27%-17.3pp |
| Employer contribution / active EE | $2,351 | $3,043-22.8% | $3,943-40.4% | $2,728-13.8% |
| Participant deferral / active EE | $10,482 | $8,282+26.6% | $8,091+29.6% | $4,651+125.4% |
| Admin fee / account holder | $191 | $172+10.8% | $7,906-97.6% | $433-56.0% |