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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP, INC. Service code 33 · EIN 23-1945930 | Securities brokerage; Participant loa... | $3,675 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 60 | Sub-TA Fees | $0 |
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 | $124,020 | $37,117+234.1% | $147,617-16.0% | $55,191+124.7% |
| Participation rate | 88.6% | 63.6%+25.0pp | 84.6%+4.0pp | 69.2%+19.5pp |
| Annual return | -0.70% | 3.44%-4.1pp | 61.98%-62.7pp | 10.78%-11.5pp |
| Employer contribution / active EE | $4,990 | $1,620+207.9% | $5,564-10.3% | $1,899+162.8% |
| Participant deferral / active EE | $3,475 | $1,985+75.0% | $4,895-29.0% | $3,046+14.1% |
| Admin fee / account holder | $9 | $86-89.2% | $11,612-99.9% | $91-89.9% |