Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $92,076-3.5% | $105,608-15.9% | $77,714+14.3% |
| Participation rate | 76.8% | 81.0%-4.2pp | 75.3%+1.5pp | 70.6%+6.2pp |
| Annual return | 13.16% | 17.84%-4.7pp | 116.50%-103.3pp | 31.26%-18.1pp |
| Employer contribution / active EE | $1,194 | $3,370-64.6% | $3,167-62.3% | $2,727-56.2% |
| Participant deferral / active EE | $3,652 | $5,390-32.2% | $5,010-27.1% | $4,649-21.5% |
| Admin fee / account holder | $160 | $219-26.9% | $11,028-98.5% | $433-63.0% |