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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $85,939 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 27 · EIN 36-3145972 | Advisory (Plan) | $72,535 |
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 | $128,646 | $69,231+85.8% | $91,994+39.8% | $67,582+90.4% |
| Participation rate | 96.4% | 78.9%+17.5pp | 78.6%+17.8pp | 71.3%+25.1pp |
| Annual return | 22.69% | 32.03%-9.3pp | 69.04%-46.3pp | 378.57%-355.9pp |
| Employer contribution / active EE | $2,971 | $2,284+30.1% | $3,453-14.0% | $2,148+38.3% |
| Participant deferral / active EE | $7,697 | $5,854+31.5% | $5,924+29.9% | $3,539+117.5% |
| Admin fee / account holder | $141 | $107+31.1% | $7,744-98.2% | $142-1.0% |