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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $92,474 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 27 · EIN 36-3145972 | Advisory (Plan) | $81,493 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,923 | $87,125+87.0% | $108,405+50.3% | $86,821+87.7% |
| Participation rate | 95.6% | 80.5%+15.0pp | 80.1%+15.4pp | 72.3%+23.3pp |
| Annual return | 15.00% | 25.21%-10.2pp | 905.55%-890.5pp | 97.94%-82.9pp |
| Employer contribution / active EE | $3,029 | $2,477+22.3% | $3,559-14.9% | $2,406+25.9% |
| Participant deferral / active EE | $7,989 | $6,944+15.1% | $6,563+21.7% | $4,132+93.4% |
| Admin fee / account holder | $163 | $130+24.9% | $7,297-97.8% | $170-4.1% |