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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $118,145 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $64,293 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $36,145 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,842 | $92,186-3.6% | $105,624-15.9% | $77,762+14.2% |
| Participation rate | 76.8% | 81.0%-4.3pp | 75.3%+1.5pp | 70.6%+6.2pp |
| Annual return | 13.16% | 17.83%-4.7pp | 116.20%-103.0pp | 31.27%-18.1pp |
| Employer contribution / active EE | $1,194 | $3,376-64.6% | $3,168-62.3% | $2,728-56.2% |
| Participant deferral / active EE | $3,652 | $5,395-32.3% | $5,013-27.2% | $4,651-21.5% |
| Admin fee / account holder | $160 | $219-26.9% | $10,961-98.5% | $433-63.0% |