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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $78,955 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 26 · EIN 36-3145972 | Advisory (Participants) | $73,724 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $95,773 | $56,640+69.1% | $80,977+18.3% | $57,658+66.1% |
| Participation rate | 99.2% | 75.9%+23.3pp | 75.8%+23.4pp | 70.2%+29.0pp |
| Annual return | 6.85% | 19.97%-13.1pp | 17.11%-10.3pp | 5.13%+1.7pp |
| Employer contribution / active EE | $4,196 | $2,085+101.3% | $3,715+13.0% | $1,974+112.6% |
| Participant deferral / active EE | $10,495 | $4,944+112.3% | $5,696+84.2% | $3,061+242.9% |
| Admin fee / account holder | $115 | $87+32.5% | $5,517-97.9% | $95+22.1% |