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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $85,550 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 27 · EIN 36-3145972 | Advisory (Plan) | $75,878 |
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 | $105,216 | $62,543+68.2% | $83,327+26.3% | $55,725+88.8% |
| Participation rate | 96.2% | 78.4%+17.8pp | 77.8%+18.4pp | 70.9%+25.3pp |
| Annual return | -4.98% | 14.85%-19.8pp | 10.64%-15.6pp | 244.93%-249.9pp |
| Employer contribution / active EE | $3,285 | $2,427+35.3% | $3,379-2.8% | $2,078+58.1% |
| Participant deferral / active EE | $8,167 | $5,682+43.7% | $5,565+46.8% | $3,356+143.4% |
| Admin fee / account holder | $138 | $103+33.8% | $7,540-98.2% | $115+19.8% |